Inside Sales Representative – Commercial Power Generation
Cummins Inc.
Annuity Sales Consultant
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • Minnesota, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $69,900 - $94,400 per year
Job Level
Mid-LevelSenior
About the role
- 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.
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
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
sales supportcase consultationproduct trainingorder entrycomplianceannuitiesLTCinsurance offeringsconsultative sellingsolutions-based selling
Soft skills
independent workcollaborationinfluenceeffective communicationinterpersonal skillstime managementmultitaskingrelationship buildingpresentation skillsproblem-solving
Certifications
Bachelor’s DegreeSeries 6Series 7Series 63Series 66life/health insurance licensevariable lines insurance license
