Annuity Sales Consultant

Ameriprise Financial • Charlotte, NC

68d

About The Position

The Annuity Sales Consultant in Wealth Management Solutions is an internal sales role responsible for case consultation with financial advisors on annuity offerings available through the Ameriprise Financial broker/dealer. Develop a specialty expertise in annuities while helping advisors navigate through the sales process. Provide annuity carrier comparisons, product suggestions, sales materials and illustrations based on client needs.

Requirements

• Bachelor's Degree or equivalent in a related field
• 5+ years of relevant experience in the financial services industry
• Active Series 6 or Series 7
• Active State securities registration (Series 63 or 66)
• Insurance licensed with life/health and variable lines or ability to obtain within 120 days
• Ability to work independently, collaborate with teammates and share standard methodologies
• Ability to influence others through consultative/solutions-based selling
• Effective verbal, written and interpersonal communication skills
• Ability to handle multiple assignments and meet deadlines in a fast-paced environment

Nice To Haves

• Previous experience as an annuity wholesaler or sales consultant

Responsibilities

• Provide inbound phone queue sales support, place outbound telephone calls, and return advisor emails to support annuity sales in an assigned region.
• Provide day-to-day case consultation to advisors tailoring annuity recommendations based on client needs. Provide approved sales materials and illustrations as needed.
• Support advisors with product training, order entry, licensing, compliance, and new business inquiries. Serve as the liaison between advisors, carriers, and various departments on intensified issues.
• Develop deep annuity product knowledge across multiple carriers and product types (primarily variable, fixed indexed, fixed, structured and immediate annuities).
• Develop broad expertise of LTC and insurance offerings to effectively guide advisors to appropriate BGA, carrier or resources.
• Build and maintain effective relationships with multiple departments, annuity carriers and key resources.
• Present solutions, tools, and resources via Teams/web conferencing.
• Use Salesforce as a territory management tool to track activity and manage pipelines.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 5,001-10,000 employees