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Director - National Elite Practice Sales Annuities

Lead strategic implementation of annuity sales initiatives across high potential practices
Minneapolis, Minnesota, United States
Senior
$100,000 USD / year
9 hours agoBe an early applicant
Ameriprise Financial

Ameriprise Financial

A financial services company offering wealth management, asset management, insurance, annuities, and estate planning.

1 Similar Job at Ameriprise Financial

RiverSource Director - National Elite Practice Sales Annuities

The RiverSource Director - National Elite Practice Sales Annuities is a sales professional with strong leadership and relationship building skills, annuity product knowledge and sales experience. Engage high potential Ameriprise Franchise Group (AFG) practices and be responsible for implementing end-to-end execution of an annuity sales process. Includes case identification, development, meeting preparation, conducting POS, submitting new business, tracking and placing new business, and servicing policies.

Key Responsibilities:

  • Case development: drive sales by developing, maintaining, and deepening the use of annuity solutions using a consultative quality sales process over the phone with some in-person travel. Use a suite of digital tools to create illustrations that support recommendations that come out of consultative sales conversations with advisors.
  • Leadership: lead engagement plans for high potential AFG practices to drive the scalable implementation of appropriate annuity solutions for clients. Lead the relationship management between lead advisors, support staff, RiverSource wholesalers, and the field leadership team. Travel to AFG practices to manage key partner relationships.
  • Administrative: support corporate initiatives by maintaining knowledge base about key Ameriprise initiatives and assisting in their execution. Manage and develop systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.). Prioritize and manage daily, weekly, and monthly workload.
  • Complete required coursework in order to maintain compliance with state and federal regulations and licenses.

Required Qualifications:

  • Ability to travel (up to 25%).
  • Minimum 7 years of annuity sales experience.
  • Excellent interpersonal, presentation and problem solving skills.
  • Experience working with consultative sales process.
  • Upon hire, obtain Territory States Securities & Territory Insurance License (Health, Life & Variable).
  • History of partnering with financial professionals to drive sales.
  • Demonstrated ability to integrate annuity products into comprehensive financial plan. Expertise in risk management, financial planning, estate planning, business markets and case development.
  • Proven ability to establish rapport and credibility quickly with advisors, clients, and field leaders.

Preferred Qualifications:

  • Expertise in portfolio management and design.
  • Previous experience working on an investment committee.
  • CFA, CIMA, and/or CFP designations.

About Our Company

We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

The estimated base salary for this role is $100,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full time

Exempt

Sales

INSUR Insurance

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Director - National Elite Practice Sales Annuities
04643 Minneapolis Financial Center (707), , United States of America Minneapolis, Minnesota 002 Virtual 002
$100,000 USD / year
Sales
About Ameriprise Financial
A financial services company offering wealth management, asset management, insurance, annuities, and estate planning.