Reinsurance Broker, Portfolio Solutions/MGA
Marsh McLennan
Regional Sales Director – Insurance
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Minneapolis • Minnesota • 🇺🇸 United States
Visit company websiteSalary
💰 $50,000 per year
Job Level
Lead
About the role
- Drive sales by developing, maintaining, and deepening relationships with new and existing financial advisors through proactive outbound calls.
- Influence financial advisors' choices using a consultative sales process.
- Partner with Regional Vice President (RVP) to develop a business plan, manage a territory, and drive to regional goals and objectives.
- Answer and convert inbound calls from the territory into additional opportunities to drive sales.
- Build and maintain relationships with internal and external business partners.
- Use a suite of tools; Encompass, BrentMark, etc., to create illustrations that support recommendations that come out of consultative sales conversations with financial advisors.
- Complete required coursework in order to maintain compliance with state and federal regulations and licenses.
- Prioritize and manage daily, weekly, and monthly workload.
- Effectively record sales activity and opportunities in order to maximize territory results.
- Support corporate initiatives by maintaining knowledge base about key Ameriprise initiatives and assisting in their implementation.
Requirements
- Bachelor's degree or equivalent
- 3 to 5 Years relevant experience
- Series 6
- Series 63/66
- Resident State Insurance Licenses (Variable Life & Life)
- Extensive knowledge of insurance products.
- Experience in the financial industry preferably in sales and/or wholesaling
- Ability to work in a team and sales/results-oriented environment
- Effective presentation skills
Benefits
- vacation time
- sick time
- 401(k)
- health, dental and life insurances
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
consultative sales processsales activity recordingbusiness planningterritory managementinsurance product knowledge
Soft skills
relationship buildingteamworksales orientationpresentation skillsorganizational skills
Certifications
Bachelor's degreeSeries 6Series 63Series 66Resident State Insurance Licenses