What are the responsibilities and job description for the RSD-Annuities position at RiverSource Distributors?
This position is located in Minneapolis and offers a hybrid schedule (three days in office).
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 or Series 7
State securities agent registrations (Series 63 or Series 66)
Life and Health Licenses or able to obtain within 90-days of hire.
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.
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
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