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Ameriprise Financial Services, LLCCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales processes and relationship management within the financial services sector, leveraging extensive knowledge of insurance products and compliance regulations to drive sales growth.
Highest-signal resume keywords
Consultative Sales ProcessInsurance Product KnowledgeSeries 6 CertificationSeries 63/66 CertificationRelationship Management
About the role
Key responsibilities & impact- Work alongside an external wholesaler (Regional Vice President) to increase RiverSource Insurance product sales through the Ameriprise Financial Advisors channel
- Make proactive outbound sales calls and take inbound sales calls
- Participate in virtual meetings and occasional large and small group sales presentations
- Develop, maintain, and deepen relationships with new and existing financial advisors
- Influence financial advisors' choices through a consultative sales process
- Partner with the Regional Vice President to develop a business plan, manage a territory, and drive regional goals and objectives
- Answer and convert inbound calls from the territory into additional sales opportunities
- Build and maintain relationships with internal and external business partners
- Use Encompass, BrentMark, and other tools to create illustrations supporting recommendations
- Complete required coursework to maintain compliance with state and federal regulations and licenses
- Prioritize and manage daily, weekly, and monthly workload
- Record sales activity and opportunities to maximize territory results
Requirements
What you’ll need- Bachelor's degree or equivalent
- 3 to 5 years relevant experience
- Series 6
- Series 63/66
- Resident State Insurance Licenses (Variable Life & Life)
- If licenses are lapsed, candidate must be able to obtain them within 90 days
- Extensive knowledge of insurance products
- Experience in the financial industry, preferably in sales and/or wholesaling
- Ability to work in a team and sales/results-oriented environment
- Effective presentation skills
- Valid work authorization that does not now or in the future require visa sponsorship for employment in the United States
- Willingness to keep business hours in the Central time zone (CST)
Benefits
Comp & perks- Vacation time
- Sick time
- 401(k)
- Health insurance
- Dental insurance
- Life insurance
- Remote work flexibility for qualified candidates
- Hybrid flexibility near Minneapolis or Charlotte offices, with three days in office
- Career development and pathway opportunities to external wholesaler, field Advisor offices, Marketing, Compliance and more
- Pay-for-performance compensation; variable pay may include bonus, commissions, and/or long-term incentives
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales CallsSales PresentationsTerritory ManagementSales Activity RecordingCompliance Coursework
Soft Skills
Team CollaborationEffective Presentation SkillsResults-Oriented Mindset
Tools & Technologies
EncompassBrentMark
Certifications & Qualifications
Bachelor's DegreeResident State Insurance Licenses
Industry Keywords
Financial AdvisorsInsurance SalesWholesalingSales OpportunitiesBusiness Plan Development