Regional Sales Director - Annuities

Posted 3 Days Ago
Be an Early Applicant
Minneapolis, MN
50K Annually
Mid level
Insurance • Financial Services
The Role
The Regional Sales Director will collaborate with external wholesalers to boost annuity sales through financial advisors at Ameriprise Financial. The role involves establishing and nurturing client relationships, proactive communication, territory management, and sales presentations to meet goals. Candidates should possess sales experience and product knowledge to enhance sales strategies and performance.
Summary Generated by Built In

The RiverSource Regional Sales Director (internal wholesaler) will work alongside an external wholesaler (Regional Vice President) to increase annuity sales through the Ameriprise Financial Advisor Channel. The RSD is a sales professional with strong relationship building skills, product knowledge and sales experience. They will perform as part of a team which includes a wholesaling partner, with a primary responsibility of driving RiverSource Annuity product sales.
To be most successful in this role, you will be personable, detail-oriented and motivated by achieving and exceeding sales goals. Day to day you can expect to make proactive outbound sales calls, take inbound sales calls, participate in virtual meetings and occasional large and small group sales presentations all of which will result in increased sales in their respective territory.
This position is located in Minneapolis and offers a hybrid schedule (three days in office). Remote work is considered for qualified candidates.

Key Responsibilities

  • Drive sales by developing, maintaining, and deepening relationships with new and existing financial advisors; influence FA's choices using a consultative sales process and other performance improvement systems (ex. Fusion, Quality Sales Call, etc.) 
  • Partner with RVP to develop a business plan, manage a territory, and drive to regional goals and objectives 
  • Maintain and leverage a deep understanding of all accounts/distributors, including specific rules of engagement for distributors 
  • Make proactive telephone calls to an assigned territory; Answer and convert inbound calls from the territory into additional opportunities to drive sales 
  • Build and maintain relationships with internal and external business partners 
  • Prioritize and manage daily, weekly, and monthly workload 
  • Demonstrate an understanding of RiverSource's product portfolio features and benefits; Sells solutions provided by RiverSource products 
  • Use software, including proprietary programs, to research FA business, log FA activity, and run hypothetical scenarios 
  • Analyze reports to increase understanding of FA business and identify sales trends; leverage the information to prepare for outbound sales calls 
  • 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 licensure 
  • Travel to territory to conduct one-on-one FA meetings and/or to deliver group presentations 

Required Qualifications

  • Bachelor's degree or equivalent
  • Series 6
  • State securities agent registrations (Series 63)
  • Resident State Insurance Licenses (Variable Life & Health)
  • 3 to 5 years relevant Experience
  • 1-3 years’ experience in financial services industry, financial sales or financial wholesaling 
  • Excellent communication and influencing skills 
  • Effective presentation skills 

Preferred Qualifications

  • FLU, CFP, CMFC, CRPS 
  • 3+ years’ experience in financial services industry, financial sales or financial wholesaling 

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 $50,000 / year + variable commission target. 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. Closing Date: 02/22/2025

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

The Company
HQ: Boca Raton, FL
5,200 Employees
On-site Workplace
Year Founded: 1990

What We Do

For over 30 years, Freedom Mortgage has helped millions of Americans achieve their dreams of homeownership and financial betterment. The wellbeing and improvement of our customers' lives and the communities in which they live fuels our ambition. We’re driven by boundless stamina and an unwavering focus on continuous collaboration, relentlessly seeking the right solutions for every customer and loan every day.

Today, we service nearly 1.5 million customers with over $300 billion in mortgage loan assets, and we consistently rank as one of the nation's top 10 lenders. We are over 13,500 team members strong, recognized as a Top Workplace in the U.S., and are continuing on our unprecedented growth trajectory.

Freedom Mortgage is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to age, race, color, religion, gender, sexual orientation, disability, or national origin. Local applicants are encouraged to apply. Employment contingent upon successful completion of a background investigation. Smoke-free workplace. Drug-free work environment. Excellent benefits package including medical, dental, vision, and 401(k). All resumes are held in confidence. Only candidates whose profiles closely match requirements will be contacted during this search.

Come #SoarWithUs and be a part of the Freedom family!

Freedom Mortgage Corporation
951 Yamato Road, Suite 175
Boca Raton, FL 33431
Lender NMLS ID: 2767
www.nmlsconsumeraccess.org

Similar Jobs

Minneapolis, MN, USA
16649 Employees
50K Annually

ServiceNow Logo ServiceNow

Sr Solution Consultant - Retail and Hospitality

Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Hybrid
Minneapolis, MN, USA
26000 Employees
105K-163K Annually

Chewy Logo Chewy

Senior Corporate Account Manager

eCommerce • Healthtech • Pet • Retail • Pharmaceutical
Hybrid
Minneapolis, MN, USA
20000 Employees
91K-169K Annually

Immuta Logo Immuta

Enterprise Account Executive, North Central

Big Data • Cloud • Security • Software • Database • Cybersecurity • Data Privacy
Easy Apply
Remote
Hybrid
2 Locations
180 Employees

Similar Companies Hiring

EDGE Thumbnail
Software • Fintech • Financial Services • Analytics
Chicago, IL
20 Employees
Energy CX Thumbnail
Utilities • Professional Services • Greentech • Financial Services • Energy • Consulting • Business Intelligence
Chicago, IL
55 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account