National Sales Associate - Annuities @ RiverSource | Jobright.ai
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National Sales Associate - Annuities jobs in Minneapolis, MN
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RiverSource · 17 hours ago

National Sales Associate - Annuities

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Responsibilities

Learn and become an expert in RiverSource annuity products and strategies. Build and maintain relationships with the wholesaling team. Engage with Ameriprise advisors to learn how RiverSource annuity solutions fit into the financial planning process.
Answer calls via an inbound phone queue. Answer questions about our product line up. Use effective questioning to match our product solutions to client’s retirement and legacy needs. Run illustrations and product proposals and teach advisors how to use these tools to present our solutions to their clients. Follow up as needed to assist in closing the business and finding new opportunities.
Partner with wholesaling teams to identify proactive callout opportunities and determine desired outcomes. Examples include driving event attendance, notifying advisors of updated licensing requirements, and other ways to assist wholesaling teams.
Pass all required exams and keep current on all FINRA and state insurance training and CE requirements.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Series 6Series 63Series 66Health Insurance licenseFinancial services experienceSeries 7Annuity productsSales experienceRelationship building

Required

Bachelor’s degree or equivalent
Series 6 (if not actively held, ability to obtain within 90 days of hire. If multiple exams are required, an additional 90-days will be added after successfully passing each exam)
State Securities agent registrations (Series 63 or Series 66), (if not actively held, ability to obtain within 90 days of hire. If multiple exams are required, an additional 90-days will be added after successfully passing each exam)
State Life and Health Insurance license, (if not actively held, ability to obtain within 90 days of hire. If multiple exams are required, an additional 90-days will be added after successfully passing each exam)
1-3 years' experience in financial services industry, financial sales, or financial wholesaling
Ability to work on a team and in a sales/results-oriented environment
Ability to build strong relationships
Excellent communication and influencing skills
Effective presentation skills

Preferred

Series 7
Knowledge of annuity products
Sales experience, preferably in financial industry

Company

RiverSource

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RiverSource Life Insurance companies* can help clients build a comfortable and secure lifestyle, including a more confident retirement. It is a sub-organization of Ameriprise Financial.

Funding

Current Stage
Late Stage

Leadership Team

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Mark Lasswell
Chief Compliance Officer
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Company data provided by crunchbase
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