Senior National Retirement Plan Consultant

Ameriprise Financial Services, LLC

Retirement Plans Sales Specialist providing technical expertise to advisors in financial services. Covering inbound phone queues and ensuring advisor satisfaction through support and solutions.

Posted 7/1/2026full-timeMinneapolis • Minnesota, North Carolina • 🇺🇸 United StatesSenior💰 $80,000 - $95,000 per yearWebsite

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

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
Partner with subject matter experts across the firm and outside of the firm to continually improve the quality of advice being given to clients. This includes supporting development of new strategies and on-going maintenance of existing processes, tools, and services
Utilize Microsoft Teams for advisor sales interactions when needed
Complete required coursework to maintain compliance with state and federal regulations and licenses

Requirements

What you’ll need

5+ years’ experience in financial services industry, financial sales, or financial wholesaling with proven phone skills
Bachelor’s Degree or equivalent in a related field
Active Series 7 or ability to obtain within 120 days
Active State securities agent registration (S63 or S66) or the 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.

Benefits

Comp & perks

Health insurance
401(k)
Paid time off
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial SalesPhone SkillsTechnical ExpertiseCompliance KnowledgeSales Strategy Development

Soft Skills

Interpersonal CommunicationTeam CollaborationProblem SolvingFlexibilityRelationship Building

Certifications

Active Series 7State Securities Agent Registration (S63 or S66)State IAR Registration (S65 or S66)