RiverSource · 14 hours ago
National Sales Associate - Annuities
Minneapolis, MN
Full-time
Remote
Entry Level
$49K/yr - $49K/yr
1+ years exp
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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
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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
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.
501-1,000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Lasswell
Chief Compliance Officer
Company data provided by crunchbase
