Regional Sales Consultant-Annuities

Posted 2 Days Ago
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Minneapolis, MN
60K Annually
Senior level
Fintech
The Role
The Regional Sales Consultant drives annuity product sales by developing relationships with financial advisors, conducting sales presentations, and managing territory strategies to achieve sales goals.
Summary Generated by Built In

The Regional Sales Consultant will be accountable for driving RiverSource Annuities product sales through the Ameriprise Financial channel. Develop strong relationships with advisors and provide product solutions to clients.
Also, in partnership with the Regional Vice President (RVP) and the Regional Sales Director (RSD) create a territory strategy that creates role clarity and achieves territory goals.
This is achieved through proactive outbound sales calls, inbound sales calls, webinars and occasional large and small group sales presentations, in addition to specified travel loops, all of which will result in increased sales in their respective territory.

Key Responsibilities

  • Drive sales by developing, maintaining, and deepening relationships with new and existing advisors; influences advisor choices using a consultative sales process and other performance improvement systems (ex. Territory Analysis Program (TAP), Quality Sales Call, etc.). Partner with RVP and RSD to create a model of accountability and defined roles to maximize efficiency covering the territory.

  • Manage and develop systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.). Prioritize and manage daily, weekly, and monthly workload.

  • Use a suite of tools to create custom presentations, brochures and/or illustrations that support recommendations that come out of consultative sales conversations with financial advisors.

  • Travel within territory to conduct one-on-one Ameriprise Financial Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training.

  • Research and communicate industry changes and trends that may impact company or product positioning, with both internal and external customers.

  • 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.

Required Qualifications

  • Bachelor's degree or relevant work experience

  • Active Series 6 and Series 63

  • Upon hire, obtain Territory States Securities & Territory License (Health, Life & Variable).

    5+ years of successful training or direct selling experience with proven ability to establish rapport and credibility quickly.

  • 5+ years of industry experience in insurance and financial markets or financial planning.

  • Ability to travel up to 25%

  • Demonstrated ability working with consultative sales process.

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Base Pay Salary

The estimated base salary for this role is $60,000 / year + variable commission targets. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Sales

Line of Business  

RSA Annuities

Top Skills

Consultative Sales Process
Sales Tools
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The Company
Minneapolis, MN
16,649 Employees
On-site Workplace
Year Founded: 1894

What We Do

Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals.

We believe that with the right advisor, the right advice, and the right firm, life can be brilliant.

Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.

Learn how you can build your career at Ameriprise Financial.

*Ameriprise Financial Q2 2020 Statistical Supplement

All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested.

By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.

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