Regional Annuity Consultant

The Annuity & Long-Term Care Consultant in Wealth Management Solutions is an internal role responsible for case consultation with financial advisors on annuity offerings available through the Ameriprise Financial broker / dealer (90%).

This role also serves as the first point of contact for long-term care options and insurance availability (10%). Develop a specialty expertise in annuities while helping advisors navigate through the sales process.

Provide annuity carrier comparisons, product suggestions, sales materials and illustrations based on client needs.

Key Responsibilities

• Provide inbound phone queue sales support, place outbound telephone calls, and return advisor emails to support annuity sales in an assigned region.
• Provide day-to-day case consultation to advisors tailoring annuity recommendations based on client needs. Provide approved sales materials and illustrations as needed.
• Support advisors with product training, order entry, licensing, compliance, and new business inquiries. Serve as the liaison between advisors, carriers, and various departments on intensified issues.
• Develop deep annuity product knowledge across multiple carriers and product types (primarily variable, fixed indexed, fixed, and structured annuities).
• Develop broad expertise of LTC and insurance offerings to effectively guide advisors to appropriate BGA, carrier or resources.
• Build and maintain effective relationships with multiple departments, annuity carriers and key resources.
• Present solutions, tools, and resources via Teams / web conferencing.
• Leverage Salesforce as a territory management tool to track activity and manage pipelines.

Required Qualifications

• Bachelor’s Degree or equivalent in a related field
• 5+ years of relevant experience in the financial services industry
• Active Series 6 or Series 7
• Active State securities registration (Series 63 or 66)
• Insurance licensed with life / health and variable lines or ability to obtain within 120 days
• Ability to work independently, collaborate with teammates and share standard methodologies
• Ability to influence others through consultative / solutions-based selling
• Effective verbal, written and interpersonal communication skills
• Ability to handle multiple assignments and meet deadlines in a fast-paced environment

Preferred Qualifications

Previous experience as an annuity wholesaler or sales consultant

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

Full time

Exempt / Non-Exempt

Exempt

Job Family Group

Sales

Line of Business

FPPS Wealth Management Solutions