Retirement Plans Sales Strategist - Advisor Support

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

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