Regional Sales Director, Annuities

Jobtailor; Minneapolis (MN); On-site; USD 90,000 - 120,000; Full time

Job summary

Jobtailor in Minneapolis is seeking an experienced financial services sales professional to drive annuity sales growth by developing relationships with financial advisors and expanding distribution with internal partners.

You will partner with the Regional VP to create territory business plans, conduct outbound/inbound sales, and present to advisors in virtual and in-person meetings. Series 6/7 licenses and Life/Health licenses are required; CFP/CRPS/CMFC preferences apply.

Qualifications

• 3 to 5 years of relevant professional experience in financial services or financial sales.
• Bachelor's degree or equivalent combination of education and experience.
• Active Series 6 or Series 7 license required.
• Active Series 63 or Series 66 registration required or ability to obtain within 90 days of hire.
• Life and Health insurance licenses required.
• Valid work authorization that does not require visa sponsorship for employment in the United States.
• Professional designations such as CFP, CMFC, CRPS preferred.
• Knowledge of annuity products and advisor distribution channels.
• Strong communication, presentation, influencing, relationship-building skills.
• Ability to manage multiple priorities and achieve sales goals.

Responsibilities

• Drive annuity sales growth by developing relationships with financial advisors.
• Partner with the Regional Vice President to create territory business plans and manage advisor engagement strategies.
• Conduct outbound sales calls and convert inbound inquiries into sales opportunities.
• Participate in virtual and in-person advisor meetings and presentations.
• Build relationships with internal stakeholders, distribution partners, and external business partners.
• Demonstrate expertise in the RiverSource annuity product portfolio and position solutions for advisor and client needs.
• Use customer relationship management tools, business intelligence systems, and sales reports to identify opportunities and improve territory performance.
• Monitor industry trends, competitive developments, and regulatory changes.
• Communicate insights to advisors and business partners.
• Manage workload priorities, maintain compliance requirements, and travel as needed for territory sales activities and advisor events.

Skills

Annuity knowledge

Financial sales

Active Series 6

Active Series 7

Series 63/66

CFP/CMFC/CRPS

Communication

Territory management

Relationship building

Education

Bachelor's degree

Tools

CRM tools

BI systems

Sales reports

Job description

• Drive annuity sales growth by developing, maintaining, and expanding relationships with new and existing financial advisors
• Partner with the Regional Vice President to create territory business plans and manage advisor engagement strategies
• Conduct outbound sales calls and convert inbound inquiries into sales opportunities
• Participate in virtual and in-person advisor meetings and presentations
• Build relationships with internal stakeholders, distribution partners, and external business partners
• Demonstrate expertise in the RiverSource annuity product portfolio and position solutions for advisor and client needs
• Use customer relationship management tools, proprietary systems, business intelligence, and sales reports to identify opportunities and improve territory performance
• Monitor industry trends, competitive developments, and regulatory changes
• Communicate insights to advisors and business partners
• Manage workload priorities, maintain compliance requirements, and travel as needed for territory sales activities and advisor events

Requirements

• 3 to 5 years of relevant professional experience, including financial services, financial sales, or financial wholesaling experience
• Bachelor's degree or equivalent combination of education and experience
• Active Series 6 or Series 7 license required
• Active Series 63 or Series 66 registration required or ability to obtain within 90 days of hire
• Life and Health insurance licenses required
• Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
• Professional designations such as Fellow, Life Management Institute (FLU), Certified Financial Planner (CFP), Chartered Mutual Fund Counselor (CMFC), or Chartered Retirement Plans Specialist (CRPS) preferred
• Knowledge of annuity products, advisor distribution channels, consultative sales practices, and territory management
• Strong communication, presentation, influencing, relationship-building, and organizational skillsAbility to manage multiple priorities and achieve sales goals

Core Competencies

Demonstrates expertise in Annuity Products and consultative sales practices while effectively managing territory performance and advisor relationships. Strong ability to communicate insights and build relationships with financial advisors and internal stakeholders.

Highest-signal resume keywords

• Annuity Product Knowledge
• Financial Sales Experience
• Active Series 6 License
• Active Series 63 Registration
• Strong Communication Skills

Hard Skills

• Financial Services Experience
• Consultative Sales Practices
• Territory Management
• Sales Goal Achievement
• Relationship Building

Soft Skills

• Presentation Skills
• Influencing Skills
• Organizational Skills

Certifications & Qualifications

• Active Series 7 License
• Life and Health Insurance Licenses
• Fellow, Life Management Institute (FLU)
• Certified Financial Planner (CFP)
• Chartered Mutual Fund Counselor (CMFC)
• Chartered Retirement Plans Specialist (CRPS)

Industry Keywords

• Advisor Distribution Channels
• Regulatory Changes
• Industry Trends
• Outbound Sales Calls
• Inbound Sales Opportunities

Tools & Technologies

• Customer Relationship Management Tools
• Business Intelligence Systems
• Sales Reports