Insurance Solutions Consultant for Financial Advisors

Jobtailor; Minnesota; On-site; USD 55,000 - 75,000; Full time

Job summary

RiverSource insurance products are promoted to Ameriprise Financial advisors, mainly through an inbound phone queue, with selective proactive outbound calls. You will run illustrations and proposals, answer questions, and help advisors see how insurance fits into financial planning while maintaining licensing and compliance.

This role requires building relationships with the wholesaling team and developing knowledge of annuity and life insurance products.

Qualifications

• Bachelor’s degree or equivalent.
• 0-1 year of relevant work experience, including sales, customer service, financial services, banking, insurance, or other relationship-focused roles.
• Active Series 6 License.
• State Securities Agent Registration (Series 63).
• Resident State Insurance Licenses (Variable, Health & Life).
• If licenses are not actively held, they must be obtained within 120 days of the start date.
• Ability to build strong relationships.
• Excellent communication and influencing skills.
• Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States.
• Preferred: knowledge of annuity and life insurance products.
• Preferred: experience in financial services, financial sales, or financial wholesaling.
• Preferred: ability to work on a sales and results-driven team.
• Preferred: effective presentation skills.

Responsibilities

• Promote RiverSource insurance products with Ameriprise Financial advisors, primarily via an inbound phone queue
• Make selective proactive outbound calls
• Match insurance product solutions to clients’ needs and goals through quality sales conversations
• Learn and become an expert in RiverSource annuity and life insurance products and strategies
• Build and maintain relationships with the wholesaling team
• Engage with Ameriprise advisors to explain how insurance solutions fit into financial planning
• Answer questions regarding RiverSource products and strategies
• Run illustrations and product proposals and teach advisors how to use these tools
• Follow up to assist in closing business opportunities and identify additional sales opportunities
• Partner with wholesaling teams on proactive callout opportunities, event attendance, licensing updates, and business development initiatives
• Pass required licensing exams and maintain FINRA, state insurance training, and continuing education requirements

Skills

Active Series 6 License

State Securities Agent Registration (S

Education

Bachelor’s degree or equivalent

Job description

RiverSource insurance products are promoted to Ameriprise Financial advisors, mainly through an inbound phone queue, with selective proactive outbound calls. You will run illustrations and proposals, answer questions, and help advisors see how insurance fits into financial planning while maintaining licensing and compliance.

This role requires building relationships with the wholesaling team and developing knowledge of annuity and life insurance products.