National Sales Consultant - Insurance jobs in United States
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Ameriprise Financial Services, LLC · 4 days ago

National Sales Consultant - Insurance

Ameriprise Financial Services, LLC is seeking a National Sales Consultant for their Insurance National Sales Desk, which serves as the foundation of the sales organization. The role involves promoting RiverSource insurance products to Ameriprise Financial advisors and requires strong communication skills and a passion for learning.

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Responsibilities

Learn and become an expert in RiverSource insurance 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

Active Series 6State Securities registrationsResident State Insurance LicensesInsurance productsFinancial services experienceCommunication skillsRelationship buildingEffective presentation skills

Required

Bachelor's degree or equivalent work experience
Active Series 6
State Securities agent registrations (Series 63)
Resident State Insurance Licenses (Variable, Health & Life)
If licenses are not actively held, they must be obtained within 120 days of start date. If multiple exams are required, will be done consecutively with an additional 90-day window after successfully passing each exam)
Ability to build strong relationships
Excellent communication and influencing skills

Preferred

Knowledge of insurance products
Experience in the financial services industry, financial sales, or financial wholesaling
Ability to work on a sales and results driven team
Effective presentation skills

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.

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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Company data provided by crunchbase