Retirement Plans Sales Consultant – Internal Wholesaler

Ameriprise Financial Services, LLC

Internal Sales Consultant coordinating retirement plan sales strategies and advisor support in the financial services industry. Engaging with advisors to enhance sales and client relationships in the Upper Midwest region.

Posted 6/11/2026full-timeMinneapolis • Minnesota • 🇺🇸 United StatesMid-LevelSenior💰 $87,400 - $120,200 per yearWebsite

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Proactively conduct outbound calls to advisors in assigned 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
Maintain strong working relationships with product partners, marketing, sales strategy and retirement sales team
Accurately track all activity in Salesforce.com and track/submit all business expenses in Concur Expense Management system
Utilize Microsoft Teams for advisor sales interactions
Provide support and participate in advisor/client presentations and field-facing events as required
In partnership with Retirement Plans RVP, travel within region as required to participate in one-on-one advisor sales calls, client events, and/or to deliver group presentations
Complete required coursework to maintain compliance with state and federal regulations and licenses

Requirements

What you’ll need

Bachelor’s Degree or equivalent in a related field
5+ years’ experience in financial services industry, financial sales, or financial wholesaling
Active Series 7 and MN IAR - Series 63 & 65 (or Series 66) or the ability to obtain within 120 days
Must have a clean compliance record
Overnight travel required up to 15%

Benefits

Comp & perks

vacation time
sick time
401(k)
health insurance
dental insurance
life insurance
competitive and comprehensive benefits program

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial salesfinancial wholesalingcompliancesales strategiestechnical expertise

Soft Skills

advisor satisfactionrelationship managementcommunicationpresentation skills

Certifications

Bachelor’s DegreeSeries 7MN IAR - Series 63Series 65Series 66