Retirement Plans Sales Specialist

Ameriprise Financial Services, LLC; Minneapolis (MN); Hybrid; USD 62,000 - 86,000; Full time

Job summary

Ameriprise Financial Services, LLC in Minneapolis seeks a Retirement Plans Sales Specialist to assist advisors with sales strategies, plan selection, rules/regulations, and solutions via consultative inbound calls. Focus areas include IRAs, 401(k), 403(b), 457 and defined benefit plans, plus income strategies.

Responsibilities include handling inbound calls, maintaining advisor satisfaction, tracking activities in Salesforce, collaborating with product partners, and staying compliant with

Qualifications

• Bachelor’s Degree or equivalent in a related field.
• 2+ years’ experience in financial services industry, financial sales, or financial wholesaling with proven phone skills.
• Active Series 7 or ability to obtain within 120 days.
• Active State securities agent registration (S63 or S66) or ability to obtain within 120 days.
• Active State IAR registration (S65 or S66) or ability to obtain within 120 days.
• Must have a clean compliance record.

Responsibilities

• Cover the inbound phone queue and expected to make some outbound calls/case work to support partnered region.
• Respond to inbound calls and emails from advisors to provide technical expertise on sales strategies, rules/regulations, and solutions to drive retirement plan sales.
• Subject Matter Expert for team members and internal stakeholders.
• Provide flexibility in the queue coverage to make sure we are properly staffed, participate in team meetings and handle other needs for the team.
• Maintain strong working relationships with product partners, marketing, sales strategy and retirement sales team.
• Accurately track all activity in Salesforce.com.
• Utilize Microsoft Teams for advisor sales interactions when needed.
• Complete required coursework to maintain compliance with state and federal regulations and licenses.

Skills

Phone skills

Communication

Relationship building

Teamwork

Education

Bachelor’s Degree or equivalent

Tools

Salesforce

Microsoft Teams

Job description

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.

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

As a Retirement Plans Sales Specialist, you will be responsible for using your technical retirement plan expertise to help advisors with sales strategies, plan selection, rules/regulations and appropriate solutions via consultative inbound calls to drive sales.

The Retirement Plans Sales Specialist Is An Internal Sales Support Position Whose Primary Responsibility Is To Use Their Technical Retirement Plan Expertise To Help Advisors With Sales Strategies, Plan Selection, Rules/regulations And Appropriate Solutions Via Consultative Inbound Calls To Drive Sales. This Includes, But Is Not Limited To The Following Areas

• IRAs, including Traditional, Roth and Inherited IRAs
• Business Retirement Plans (401(k), I(k), SEP and Simple IRAs)
• 403(b), 457 and defined benefit plans
• RMD and SEPP calculations
• Retirement Accumulation and Distribution Strategies (e.g. rollovers, net unrealized appreciation, Roth conversions, In-service Distributions, etc.)
• Retirement Income Strategies

Responsibilities

Cover the inbound phone queue and expected to make some outbound calls/case work to support partnered region

Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, rules/regulations, and solutions to drive retirement plan sales

Subject Matter Expert for team members and internal stakeholders

Provide flexibility in the queue coverage to make sure we are properly staffed, participate in team meetings and handle other needs for the team

Maintain strong working relationships with product partners, marketing, sales strategy and retirement sales team

Accurately track all activity in Salesforce.com

Utilize Microsoft Teams for advisor sales interactions when needed

Complete required coursework to maintain compliance with state and federal regulations and licenses

Required Qualifications

Bachelor’s Degree or equivalent in a related field

2+ years’ experience in financial services industry, financial sales, or financial wholesaling with proven phone skills

Active Series 7 or ability to obtain within 120 days

Active State securities agent registration (S63 or S66) or ability to obtain within 120 days

Active State IAR registration (S65 or S66) or ability to obtain within 120 days

Must have a clean compliance record

Preferred Qualifications

Understanding of IRAs, 401(k)s, 403(b)s and related plans

Proven ability to establish rapport and credibility quickly

Open to sales call coaching

Excellent communication and influencing skills

Independent self-starter with strong teamwork orientation and relationship skills

Good understanding of the retirement plans: IRAs (Traditional, Roth, Inherited, SIMPLE, SEP), Qualified Plans (401(k) and 403(b)) and Cash Balance Plans

CFP, ChFC, CRPC, CRPS and RICP designations preferred (or strong desire to achieve)

Experience as a financial planner or financial advisor

Experience with Ameriprise Financial product suite

Knowledge of the Ameriprise field structure

Demonstrated sales and coaching experience and understanding of the wholesaling process

Ability to articulate complex information in a clear and concise manner and excellent telephone communication skills

Strong organizational skills and ability to manage multiple priorities

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

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.

Base Pay Salary

The estimated base salary for this role is $62,300 - $85,700 / year. 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

Exempt

Job Family Group

Sales

Line of Business

FPPS Wealth Management Solutions

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.