Retirement Plans Sales Specialist

Ameriprise•Minneapolis, MN

1d•Hybrid

About The Position

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.); and Retirement Income Strategies.

Requirements

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
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).

Nice To Haves

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

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