Provide leadership to an internal staff comprised of Regional Sales Specialists and national sales consultants who support the life and disability income insurance sales effort by providing insurance product and strategy expertise. They do this by training on product and strategy along with initiating and/or responding to calls to/from Ameriprise Financial Advisors and their external wholesaling partners. Monitor and enhance the quality, compliance and effectiveness of sales support and/or the sales effort; preparing sales reports for management and work with internal business partners on marketing strategy and project initiatives.
Lead Regional Sales Specialists (RSS) and national desk (NSC) teams. Plan, allocate and monitor work to assure the attainment of department objectives; recommend appropriate staffing levels and make decisions regarding hiring, compensation and performance appraisals, coaching and training along with other personnel actions. Monitor and enhance the quality and effectiveness of sales efforts and assist in the development and delivery of sales training programs.
Work with Insurance leadership to develop the department's strategic plans, objectives and goals. In addition, partner with other insurance areas such as marketing, product development, new business, underwriting and service. Specifically, work with marketing to develop, review and execute the training/seminar materials and marketing pieces for wholesaling organization.
Coordinate training and sales activities with Divisional Vice Presidents and Divisional Sales Directors to ensure teams are working effectively and efficiently. Arrange formal training or other experiences to foster learning and development.
Back up for the VP of Sales Consulting in maintaining key relationships with internal business partners such as annuities, financial planning, personal trust and other Ameriprise departments that support the high net worth client strategy. Actively monitor legal and tax developments that may affect the company's insurance products, strategies and/or services.
Drive a culture of compliance, including on going monitoring, coaching and feedback. Complete required coursework in order to maintain compliance with state and federal regulations and licenses.
Provides training or develops training content for registered representatives on Basic Investments.
Supervises registered representatives required to have the SERIES 6 or 7 to perform their jobs (e.g., employees or financial advisors requiring SERIES 6, 7).
Bachelors degree or equivalent (4-years)
Series 6 or 7, Series 24 or 26 (or ability to obtain within 90 days), Series 63/66
Resident State Securities & Resident Insurance License (Health, Life & Variable)
7 to 10 years relevant experience
5+ years of industry related experience with at least 2 years of insurance field sales or insurance sales desk experience.
Strong knowledge of insurance company products and services.
Ability to lead, coach, mentor and develop sales professionals.
CPA, CFP, CLU, ChFC
In-depth technical knowledge on estate, business and charitable planning as well as general financial planning.
About Our Company
Riversource Annuities and Insurance is a part of the Ameriprise family of brands that provides our clients access to solutions that create a road map for their future. At Riversource we embrace an inclusive and collaborative culture that allows us to help others achieve their goals by providing compelling product solutions. This includes insurance to prepare for and be protected during the unexpected, as well as annuities that will provide support through every stage of retirement planning such as asset accumulation, generating income, and leaving a legacy to loved ones or charity. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Riversource.
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.