Annuity Sales Consultant jobs in United States
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Ameriprise Financial Services, LLC · 3 months ago

Annuity Sales Consultant

positionCharlotte, North Carolina
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$70K/yr - $94K/yr
date5+ years exp

Ameriprise Financial Services, LLC is a diversified financial services leader managing over $1.5 trillion in assets. The Annuity Sales Consultant is responsible for providing case consultation to financial advisors on annuity offerings, developing expertise in annuities, and supporting advisors throughout the sales process.

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Responsibilities

Provide inbound phone queue sales support, place outbound telephone calls, and return advisor emails to support annuity sales in an assigned region
Provide day-to-day case consultation to advisors tailoring annuity recommendations based on client needs. Provide approved sales materials and illustrations as needed
Support advisors with product training, order entry, licensing, compliance, and new business inquiries. Serve as the liaison between advisors, carriers, and various departments on intensified issues
Develop deep annuity product knowledge across multiple carriers and product types (primarily variable, fixed indexed, fixed, structured and immediate annuities)
Develop broad expertise of LTC and insurance offerings to effectively guide advisors to appropriate BGA, carrier or resources
Build and maintain effective relationships with multiple departments, annuity carriers and key resources
Present solutions, tools, and resources via Teams/web conferencing
Use Salesforce as a territory management tool to track activity and manage pipelines

Qualification

Annuity product knowledgeSeries 67 licenseState securities registrationInsurance licensedSalesforce proficiencyConsultative sellingEffective communicationTeam collaborationTime management

Required

Bachelor's Degree or equivalent in a related field
5+ years of relevant experience in the financial services industry
Active Series 6 or Series 7
Active State securities registration (Series 63 or 66)
Insurance licensed with life/health and variable lines or ability to obtain within 120 days
Ability to work independently, collaborate with teammates and share standard methodologies
Ability to influence others through consultative/solutions-based selling
Effective verbal, written and interpersonal communication skills
Ability to handle multiple assignments and meet deadlines in a fast-paced environment

Preferred

Previous experience as an annuity wholesaler or sales consultant

Benefits

Vacation time
Sick time
401(k)
Health, dental and life insurances

Company

Ameriprise Financial Services, LLC

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At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
dateFounded in 1990
location
Vancouver, Washington, USA
people-size5001-10000 employees
web-link
https://www.kpsinc.net

Funding

Current Stage
Late Stage

Leadership Team

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Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
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Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
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Recent News

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2025-10-03
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Experienced, Female-Led Team With More Than $300 Million in Assets Joins Ameriprise Financial for Greater Flexibility, Independence, and Support
2025-10-02
thefly.com
Ameriprise price target raised by $18 at BofA, here's why
2025-10-02
Company data provided by crunchbase