Territory Manager
Coloplast
Director – National Elite Practice Sales, Annuities
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Office
Location: Minneapolis • Minnesota • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 per year
Job Level
Lead
About the role
- Engage high potential Ameriprise Franchise Group (AFG) practices and be responsible for implementing end-to-end execution of an annuity sales process
- Drive sales by developing, maintaining, and deepening the use of annuity solutions using a consultative quality sales process over the phone with some in-person travel
- Use a suite of digital tools to create illustrations that support recommendations that come out of consultative sales conversations with advisors
- Lead engagement plans for high potential AFG practices to drive the scalable implementation of appropriate annuity solutions for clients
- Manage key partner relationships and support corporate initiatives
- Maintain knowledge base about key Ameriprise initiatives and assist in their execution
- Manage and develop systems to create efficiencies and prioritize workload
- Complete required coursework in order to maintain compliance with state and federal regulations and licenses
Requirements
- Bachelors degree or equivalent
- Ability to travel (up to 25%)
- Minimum 7 years of annuity sales experience
- Series 6 (or ability to obtain within 90-days of hire)
- Series 63/66 (or ability to obtain within 90-days of hire)
- Excellent interpersonal, presentation and problem solving skills
- Experience working with consultative sales process
- Upon hire, obtain Territory States Securities & Territory Insurance License (Health, Life & Variable)
- History of partnering with financial professionals to drive sales
- Demonstrated ability to integrate annuity products into comprehensive financial plan
- Expertise in risk management, financial planning, estate planning, business markets and case development
- Proven ability to establish rapport and credibility quickly with advisors, clients, and field leaders.
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
annuity salesconsultative sales processfinancial planningrisk managementestate planningcase developmentpartner relationship managementsales strategy developmentworkload prioritizationdigital tools for illustrations
Soft skills
interpersonal skillspresentation skillsproblem solvingrelationship buildingcredibility establishmentcommunication skillsconsultative engagementleadershiporganizational skillsadaptability
Certifications
Bachelor's degreeSeries 6Series 63Series 66Territory States Securities LicenseTerritory Insurance License (Health, Life & Variable)
