Work with other areas of the organization to ensure that the clients are fully serviced through the transaction to move or retain their accounts.
Required Qualifications
High school or GED
3 - 5 years relevant experience required
Active Series 6
1-3 years direct sales experience, preferably by phone.
Hold Life Insurance licenses or ability to obtain them within 90 days.
Demonstrated customer service ability.
Excellent time management skills.
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
Base Pay Salary
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Client Service
Line of Business
RSA Annuities
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
Benefits
Health insuranceDental insurance401(k)Paid time offPerformance bonus
Additional Information
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 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.
Job Description
Work with clients both inside and outside of the distribution channels to educate them on the implications of surrendering or transferring a RiverSource contract to ensure the client is fully educated on their current product, including surrender fees and product benefits, features, and considerations may be unique to their current RiverSource contract.
Ameriprise · Minneapolis, MN