Director of Advanced Strategies
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Minneapolis • Minnesota • United States
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Salary
💰 $150,000 - $206,300 per year
Job Level
About the role
- Partner with internal and external wholesaler and/or advisor to uncover advanced cases, then prepare a sales strategy to assist high net worth and small business owner clients to use life insurance or annuities to accomplish their advanced / complex planning goals
- Prepare and conduct sales training presentations and speaking engagements on advanced topics to insurance and annuity wholesalers, advisors and clients via both small and large groups
- Partner with insurance, annuities, AMP Higher Net Worth team, financial planning, personal trust and other Ameriprise departments to partner on strategy and content development that will assist the development of advanced strategies for key initiatives that can increase client engagement and advisor productivity
- Assist marketing team in the development of advanced sales strategies, training decks and seminars
- Monitor legal and tax developments that may affect the company’s insurance and annuity products, strategies and/or services
- Manage sales practices in a compliant manner
- Complete required coursework in order to maintain compliant with state and federal regulations and licenses
Requirements
- Bachelors degree or equivalent experience
- 7 - 10 years relevant experience
- Juris Doctorate required
- 3 - 5 years of working in advanced markets and with high-net-worth clients
- Series 7
- State securities agent registration (S63 or S66)
- Strong oral and written communication skills and excellent presentation skills
- In-depth technical knowledge on estate, business and charitable planning as well as general financial planning
- Demonstrated ability to integrate insurance products into advanced financial plans/sales process
- Upon hire, obtain Territory States Securities & Territory States Insurance License (Health, Life & Variable)
Benefits
- Health insurance
- 401(k)
- Vacation time
- Sick time
- Dental insurance
- Life insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
estate planningbusiness planningcharitable planningfinancial planningsales strategy developmentinsurance product integrationadvanced markets experiencehigh-net-worth client managementcompliance managementpresentation skills
Soft Skills
strong communication skillsexcellent presentation skillscollaborationstrategic thinkingclient engagementadvisor productivity enhancementtraining and developmentpublic speakinginterpersonal skillsorganizational skills
Certifications
Juris DoctorateSeries 7State securities agent registration (S63 or S66)Territory States Securities LicenseTerritory States Insurance License (Health, Life & Variable)