Job Description
RiverSource is a diversified financial services leader with a strong focus on client service and financial planning. They are seeking an Annuity National Sales Consultant to promote annuity products and support Ameriprise Financial advisors through effective communication and relationship-building. This role serves as an entry point into a career in wholesaling within the financial services industry.
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 clientβs 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
- Pass all required exams and keep current on all FINRA and state insurance training and CE requirements
Skills
- Bachelor's degree or equivalent work experience
- Active Series 6
- State Securities agent registrations (Series 63)
- Life and Health Insurance License
- If licenses are not actively held, they must be obtained within 120 days of start date. If multiple exams are required, will be done consecutively with an additional 90-day window after successfully passing each exam)
- Ability to build strong relationships
- Excellent communication and influencing skills
- Knowledge of insurance and annuity products
- Experience in the financial services industry, financial sales, or financial wholesaling
- Ability to work on a sales and results driven team
- Effective presentation skills
Benefits
- Vacation time
- Sick time
- 401(k)
- Health, dental and life insurances
Company Overview
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