Regional Sales Director-Annuities

Company: Threadneedle group
Location: Minneapolis
Posted on: October 29, 2024

Job Description:

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 will be considered for qualified applicants.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 presentationsRequired 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 skillsPreferred Qualifications
• FLU, CFP, CMFC, CRPS
• 3+ years' experience in financial services industry, financial sales or financial wholesalingAbout Our CompanyWe'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 Salary50,000Ameriprise 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-TimeFull timeExempt/Non-ExemptExemptJob Family GroupSalesLine of BusinessRSA Annuities
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Keywords: Threadneedle group, Eau Claire , Regional Sales Director-Annuities, Executive , Minneapolis, Wisconsin