Posted:
3/28/2025, 5:26:15 AM
Location(s):
Minneapolis, Minnesota, United States ⋅ Minnesota, United States
Experience Level(s):
Senior
Field(s):
Sales & Account Management
Workplace Type:
Hybrid
Key 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.
Required Qualifications
Bachelor's degree or equivalent
3 to 5 Years relevant experience
Series 6
Series 63/66
Resident State Insurance Licenses (Variable Life & Health). If licenses are lapsed candidate must be able to obtain within 90 days of hire.
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.
Preferred Qualifications
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
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
Exempt/Non-Exempt
Job Family Group
Line of Business
Website: https://www.ameriprise.com/
Headquarter Location: Minneapolis, Minnesota, United States
Employee Count: 10001+
Year Founded: 1894
IPO Status: Public
Last Funding Type: Post-IPO Debt
Industries: Finance ⋅ Financial Services ⋅ Insurance ⋅ Intellectual Property ⋅ Wealth Management