Retirement Plans Sales Consultant (Internal Wholesaler) - Upper Midwest (AFG)

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

The Retirement Plans Sales Consultant is an internal sales position with the primary responsibility of using technical retirement plan knowledge of IRAs (Traditional, Roth, Inherited, SIMPLE, SEP), Qualified Plans (401(k) and 403(b)) and sales expertise to increase sales and net flows into retirement plans. In this role, you will work with advisors and key staff members on developing rollover strategies, plan selection, rules/regulations and consulting on appropriate solutions via outbound calls to Ameriprise advisors. In addition, this role will partner 1:1 with a Regional Vice President and support regional business planning, sales campaigns, field leader initiatives, and other ad-hoc items as needed to support the region.

Responsibilities

• Proactively conduct outbound calls to advisors in assigned 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
• Maintain strong working relationships with product partners, marketing, sales strategy and retirement sales team. This role will also work closely with the other internal sales desks and external 401(k) business partners to support client/advisor needs
• Accurately track all activity in Salesforce.com and track/submit all business expenses in Concur Expense Management system
• Utilize Microsoft Teams for advisor sales interactions
• Provide support and participate in advisor/client presentations and field-facing events as required
• In partnership with Retirement Plans RVP, travel within region as required to participate in one-on-one advisor sales calls, client events, and/or to deliver group presentations
• Complete required coursework to maintain compliance with state and federal regulations and licenses

Required Qualifications

• Bachelor’s Degree or equivalent in a related field
• 5+ years’ experience in financial services industry, financial sales, or financial wholesaling
• Active Series 7 and MN IAR - Series 63 & 65 (or Series 66) or the ability to obtain within 120 days
• Must have a clean compliance record
• Overnight travel required up to 15%

Preferred Qualifications

• Knowledge of IRAs, 401(k)s, 403(b)s and related plans
• Proven ability to establish rapport and credibility quickly
• Demonstrated sales and coaching experience and understanding of the wholesaling process
• Excellent presentation, communication and influencing skills
• Independent self-starter with strong teamwork orientation and relationship skills
• Deep understanding of 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, financial advisor, or investment broker
• Experience with Ameriprise Financial product suite and knowledge of the Ameriprise field structure
• Strong organizational skills and ability to manage multiple priorities