They will engage Ameriprise Advisor Group (AAG) branches where advisor branches may span multiple territories and will be responsible for implementing end-to-end execution of an insurance sales process. Includes case identification, development, meeting preparation, conducting POS, submitting new business, tracking and placing new business, and servicing policies.
Key Responsibilities
- 60% of this roles is Case development: drive sales by developing, maintaining, and deepening the use of protection solutions using a consultative quality sales process over the phone with some in-person travel. Use a suite of digital tools to create illustrations that support recommendations that come out of consultative sales conversations with advisors.
- 25% of this roles is Leadership: develop engagement plans for AAG branches to drive the scalable implementation of appropriate protection solutions for clients. Lead senior manager of insurance process development. Lead the relationship management between lead advisors, branch support staff, RVS wholesalers, and potentially field leaders. Travel within territory to manage key partner relationships
- 10% of this roles is Administrative: supporting corporate initiatives by maintaining knowledge base about key Ameriprise initiatives and assisting in their execution. Manage and develop systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.). Prioritize and manage daily, weekly, and monthly workload.
- 5% of this roles will complete required coursework in order to maintain compliance with state and federal regulations and licenses.
Required Qualifications
- Bachelor's degree or equivalent years of experience
- Active Series 6,
- Active Series 63
- Upon hire obtain Territory Insurance Licenses (Health, Life & Variable).
- 7-10 years relevant experience (with minimum 7 years of life insurance industry sales experience).
- History of partnering with financial professionals to drive sales.
- Experience working with consultative sales process.
- Demonstrated ability to integrate life products into comprehensive financial plan.
- Expertise in risk management, financial planning, estate planning, business markets and case development.
- Proven ability to establish rapport and credibility quickly with advisors, clients, and field leaders.
- Excellent interpersonal, presentation and problem solving skills.
- Ability to travel up to 10 - 20%
** Upon hire, obtain Territory States Securities & Territory Insurance License (Health, Life & Variable).
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
The estimated base salary for this role is $60,000 / 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: 02/14/2025Ameriprise 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
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INSUR Insurance
