Retirement Plans Sales Specialist

ameriprise; Minneapolis (MN); On-site; USD 62,000 - 86,000; Full time

Job summary

Ameriprise Financial is seeking a Retirement Plans Sales Specialist to support advisors with retirement plan sales strategies, plan selection and regulatory guidance. You'll handle inbound calls and some outbound case work to drive retirement plan sales, acting as a subject matter expert for the team.

In this in-office role, you will collaborate with product partners and marketing, maintain Salesforce records, and complete coursework to stay compliant with state and federal regulations.

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.
• 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.

Skills

Phone skills

Sales experience

Regulatory knowledge

Communication

Adaptability

Education

Bachelor's Degree or equivalent

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.

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 h