National Sales Associate - Annuities

Ameriprise Financial; Minneapolis (MN); Hybrid; USD 48,000 - 54,000; Full time

Benefits offered by this job

Remote work eligibility

Bonus opportunities

Job summary

Ameriprise Financial is seeking applicants for the Insurance National Sales Desk in a role that blends education, licensing, and client advising. The position emphasizes building relationships with Ameriprise advisors and supporting retirement, protection, and legacy planning needs.

The role requires completing licensing exams within specified timelines and maintaining FINRA and state insurance CE requirements. A bachelor’s degree or equivalent and 0–1 year of related experience are preferred.

Qualifications

• Education: Bachelor’s degree or equivalent.
• Experience: 0-1 year of relevant work experience in 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).
• Licenses must be obtained within 120 days of start date (additional 90 days per exam).
• Ability to build strong relationships and excellent communication and influencing skills.

Responsibilities

• Learn RiverSource annuity and life insurance products and strategies and build relationships with the wholesaling team.
• Answer inbound calls and respond to questions; run illustrations and proposals and assist advisors.
• Identify proactive callout opportunities with wholesaling teams and support business development initiatives.
• Pass all required licensing exams and stay current on FINRA/state insurance CE requirements.

Skills

Excellent communication

Relationship building

Influencing skills

Education

Bachelor’s degree or equivalent

Job description

Remote

Minneapolis, Minnesota

Charlotte, North Carolina

Full time

R26_4076

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

Apply to join our Insurance National Sales Desk, a fast-paced and exciting group that serves as the foundation of the sales organization. Help advisors make informed recommendations, build your soft and hard skills, and build a reputation and momentum for a future on a team with strong upward mobility for high performers. This team is best for those with strong verbal communication skills, a passion for learning, and an interest in learning how to position insurance in the modern financial planning environment.

Key Responsibilities:

• -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 understand how RiverSource insurance solutions fit into the financial planning process and support client retirement, protection, and legacy planning needs.
• -Answer calls via an inbound phone queue and respond to questions regarding RiverSource products and strategies. Use effective questioning to match product solutions to clients’ retirement and legacy needs. Run illustrations and product proposals and teach advisors how to use these tools to present solutions to their clients. Follow up as needed to assist in closing business opportunities and identifying additional sales opportunities.
• -Partner with wholesaling teams to identify proactive callout opportunities and determine desired outcomes. Examples include driving event attendance, notifying advisors of updated licensing requirements, supporting business development initiatives, and assisting wholesalers in growing advisor engagement.
• -Pass all required licensing exams and keep current on all FINRA, state insurance training, and continuing education (CE) requirements.

Required qualifications:

• -Education: Bachelor’s degree or equivalent.
• -Experience: 0-1 year of relevant work experience. Relevant experience may include sales, customer service, financial services, banking, insurance, or other relationship-focused roles.
• -Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
• -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. If multiple exams are required, they will be completed consecutively, with an additional 90-day period following the successful completion of each exam.
• -Ability to build strong relationships.
• -Excellent communication and influencing skills.

Preferred qualifications:

• -Active Series 6, Series 63, and Variable, Health & Life licenses. Candidates who actively hold all required licenses are eligible for remote work upon hire
• -Candidates who already hold both State Insurance license and Series 6 license may be considered for remote work upon hire.
• -Knowledge of annuity and life insurance products.
• -Experience in the financial services industry, financial sales, or financial wholesaling.
• -Ability to work on a sales and results-driven team.
• -Effective presentation skills.
• -Interest in a compensation structure that includes both base salary and bonus opportunities.
• -Interest in pursuing a career path within wholesaling, including future opportunities as a Regional Sales Director.

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

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).

Base Pay Salary

The estimated hourly rate for this role is $23.55 / hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Sales

Line of Business

RSA Annuities

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

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.

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years.

Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities , we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation.

For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact.

As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers:

• Ameriprise Financial : Financial planning, advice and wealth management.
• Columbia Threadneedle Investments : Global asset management serving individual, institutional and corporate clients.
• RiverSource Insurance & Annuities : Products and solutions designed to help clients protect and grow their wealth.

Explore opportunities within each business and region below.

• Ameriprise US | Careers (https://www.ameriprise.com/careers)
• Ameriprise India | Careers
• Columbia Threadneedle Investments US | Careers (https://www.columbiathreadneedleus.com/investorspa/about/careers)
• Columbia Threadneedle Investments EMEA APAC | Careers
• RiverSource | Careers (https://www.riversource.com/your-career-at-riversource)

Can I check the status of my application?

Yes, you can check the status of your submitted application. To do so, you will need to log into the Candidate Homepage (https://ameriprise.wd5.myworkdayjobs.com/Ameriprise) with your username and password.

What information is required to apply for a job?

Requirements vary by position, state and/or region. Be prepared to provide work history, resume, and contact information at a minimum.