Regional Sales Director - Annuities jobs in United States
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Ameriprise Financial Services, LLC · 15 hours ago

Regional Sales Director - Annuities

Ameriprise Financial Services, LLC is committed to providing a personalized experience for clients. As a Regional Sales Director, you will collaborate with external wholesalers to enhance annuity product sales, focusing on building relationships with financial advisors and achieving sales goals.

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Responsibilities

Drive sales by developing, maintaining, and deepening relationships with new and existing financial advisors through proactive outbound calls
Influence financial advisors' choices using a consultative sales process. Partner with Regional Vice President (RVP) to develop a business plan, manage a territory, and drive to regional goals and objectives. Answer and convert inbound calls from the territory into additional opportunities to drive sales. Build and maintain relationships with internal and external business partners
Use a suite of tools; Encompass, BrentMark, etc., to create illustrations that support recommendations that come out of consultative sales conversations with financial advisors
Complete required coursework in order to maintain compliance with state and federal regulations and licenses
Prioritize and manage daily, weekly, and monthly workload. Effectively record sales activity and opportunities in order to maximize territory results
Complete required coursework in order to maintain compliance with state and federal regulations and licenses.   Support corporate initiatives by maintaining knowledge base about key Ameriprise initiatives and assisting in their implementation

Qualification

Series 6Series 63/66Resident State Insurance LicensesSales experienceInsurance product knowledgeEffective presentation skillsTeamwork

Required

Bachelor's degree or equivalent
3 to 5 Years relevant experience
Series 6
Series 63/66
Resident State Insurance Licenses (Variable Life & Life)
If licenses are lapsed candidate must be able to obtain within 90 days
Extensive knowledge of insurance products
Experience in the financial industry preferably in sales and/or wholesaling
Ability to work in a team and sales/results-oriented environment
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