Sales Manager – Annuities

Ameriprise Financial Services, LLC

. Conduct supervisory analysis using tools and other resources to identify and assess risk in annuity and insurance business .

Posted 11/3/2026full-timeUnited StatesMid-LevelSenior💰 $87,400 - $120,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in risk assessment and supervisory analysis within the annuity and insurance sectors, supported by strong communication and coaching skills to enhance advisor policy adherence. Proficient in navigating regulatory environments and delivering comprehensive documentation while managing multiple processes effectively.

Highest-signal resume keywords

Active SIEActive Series 7Active Series 24Risk AssessmentRegulatory Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Supervisory AnalysisRisk IdentificationTechnical Product KnowledgeProblem SolvingAnalytical Skills

Soft Skills

Strong Communication SkillsCoaching AbilityJudgmentTeam CollaborationInfluencing Behavior

Certifications & Qualifications

Bachelor's DegreeActive SIEActive Series 7Active Series 24

Industry Keywords

Financial ServicesAnnuitiesInsuranceFINRASEC

About the role

Key responsibilities & impact

Conduct supervisory analysis using tools and other resources to identify and assess risk in annuity and insurance business
Determine approval or rejection of new applications
Communicate with advisors and field leaders to complete supervisory reviews of business activity
Improve advisor policy adherence through coaching and training
Communicate with clients when needed regarding activity to determine suitability
Serve as a subject matter expert by providing information and/or research to business partners
Support efforts to innovate and improve process effectiveness and efficiency
Monitor changes in the regulatory environment and competitive landscape, including new regulations and product offerings
Participate in team health activities, including establishing individual development goals
Represent the firm and functional processes in examinations, investigations, and other regulatory matters

Requirements

What you’ll need

Bachelor's degree or equivalent
5+ years minimum relevant work experience
Relevant experience in financial services, customer service, communications, education, or other fields where applicable skills were built
Active SIE (Securities Industry Essentials)
Active Series 7 or ability to obtain within 120 days
Active Series 24 or ability to obtain within 90 additional days
Additional licenses or ability to obtain may be required depending on function
Problem solving and analytical skills
Ability to analyze complex issues and exercise good judgment
Strong written and verbal communication skills, including ability to deliver unfavorable messages
Ability to influence positive behavior through coaching and education
Ability to document activity in a fact-based and comprehensive manner
Ability to work effectively and efficiently individually and in a team environment
Ability to manage workload across multiple tools and processes, including prioritization and monitoring of pending cases
Technical product knowledge related to annuities
Strong knowledge of FINRA, SEC, and other regulatory bodies' rules relevant to applicable product lines
Valid U.S. work authorization that does not now or in the future require visa sponsorship

Benefits

Comp & perks

Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role
Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Flexibility to work from home one (1) day per week