Client Engagement Manager - RiverSource

Ameriprise Financial Services, LLC•Minneapolis, MN

3d•Hybrid

About The Position

Work with clients both inside and outside of the distribution channels to educate them on the implications of surrendering or transferring a RiverSource contract to ensure the client is fully educated on their current product, including surrender fees and product benefits, features, and considerations may be unique to their current RiverSource contract.

Requirements

High school or GED
3 - 5 years relevant experience required
Active Series 6
1-3 years direct sales experience, preferably by phone.
Hold Life Insurance licenses or ability to obtain them within 90 days.
Demonstrated customer service ability.
Excellent time management skills.
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).

Responsibilities

Review information from multiple sources/systems to fully understand the client's current contract features, as well as contract features of third party providers.
Make outbound calls to clients that have requested a transfer of their annuity, life insurance, or DI contract and provide education to the client on the impacts of surrendering their RiverSource contracts, including surrender fees and product benefits and features that may be unique to their current product.
Take inbound calls from clients who wish to cash surrender their annuity, life insurance, or disability contract.
Review information from multiple sources/systems to understand the product features of the RiverSource product and any relevant information on third party products.
Educate the client on the impacts of surrendering their contracts, including surrender fees and products benefits and features that may be unique to their current product.
Work with other areas of the organization to ensure that the clients are fully serviced through the transaction to move or retain their accounts.