Retirement Plans Sales Specialist

Jambalaya Group; Minneapolis (MN); Hybrid; USD 62,000 - 86,000; Full time

Benefits offered by this job

Vacation time

Sick time

401(k)

Health, dental and life insurances

Job summary

Ameriprise Financial Services, LLC is seeking a Retirement Plans Sales Specialist in Minneapolis, MN. This hybrid, full-time role supports advisors with technical retirement plan solutions, from IRAs to 403(b) and other plans, via inbound calls and consultative guidance.

You will leverage 2+ years in financial services, hold or pursue Series 7 and state registrations, and collaborate across product, marketing, and sales strategy teams to drive retirement plan sales.

Qualifications

• Bachelor’s degree or equivalent in a related field.
• 2+ years of financial services industry experience with proven phone skills.
• Active Series 7 or willingness to obtain within 120 days.
• Active State securities agent registrations (S63/S66) or ability to obtain within 120 days.
• Active State IAR registration (S65 or S66) or ability to obtain within 120 days.
• Clean compliance record.

Responsibilities

• Cover inbound phone queue and perform outbound calls as needed to support the region.
• Respond to advisor inquiries with technical expertise on sales strategies and regulatory requirements.
• Serve as SME for teammates and internal stakeholders.
• Maintain staffing coverage and participate in team meetings.
• Maintain relationships with product partners, marketing, and retirement sales teams.
• Accurately log activity in Salesforce and use Teams for advisor interactions.
• Complete required coursework to stay compliant with regulations.

Skills

Phone skills

Sales experience

Communication

Relationship building

Self-motivation

Education

Bachelor’s Degree or equivalent

Tools

Series 7 license

S63/S66

S65/S66

Job description

Hybrid - Minneapolis, Minnesota, United States

Sep 4, 2026

$62,300 - $85,700/year

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.)

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

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).

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Line of Business

FPPS Wealth Management Solutions

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.

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)
• health, dental and life insurances

Ameriprise Financial Services, LLC provides comprehensive financial planning, investment advice, and asset management services through a nationwide network of experienced financial advisors.

707 2nd Ave S, Minneapolis, MN 55402, US

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.