Insurance

• Consult on life insurance products to customers.
• Assist customers with life insurance applications and claims.
• Provide customers with information on life insurance plans and options.
• Maintain compliance with life insurance regulations.

Life Insurance Agent Team Member

• Drive sales through one-on-one sales meetings by developing, maintaining, and deepening relationships with new and existing advisors; influences advisor choices using a consultative sales process and other performance improvement systems.
• Partner with internal wholesaler to develop a business plan, handle the territory, and drive regional sales goals and objectives.
• Demonstrate an understanding of RiverSource's products, including features and benefits; sells solutions provided by RiverSource to address client needs.
• Build and maintain relationships with business partners (marketing, senior leaders, field leaders).
• Research and communicate industry changes and trends that may impact company or product positioning, both with internal and external customers.
• Develop and handle systems to create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.).
• Prioritize and handle daily, weekly, and monthly workload.
• Use software, including proprietary programs, to aid advisor business and identify opportunities to offer RiverSource solutions.
• Analyze advisor and territory sales trends to ensure execution of the territory sales plan and make modifications to the plan so that goals are achieved; leverage the information to prepare for face-to-face sales calls.
• Travel within territory to conduct one-on-one Ameriprise Financial Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training.
• Complete required coursework in order to maintain compliant with state and federal regulations and licenses.

Insurance Regional Vice President – External Wholesaler

• You will be on the phone talking calls on average between 50-60 calls a day.
• Provides customer policy activities for new business, renewal policies, billing and policy changes for insurance or brokerage products.
• Researches complex inquiries from customers or agents.
• Mentors others and resolves complex issues.
• Assists with special projects, system testing, and on-the-job training as needed.

Life Insurance Customer Representative

• Gain real life experience into the world of wholesale insurance
• Analyze the book of business
• Create impactful training presentations
• Participate in various facets of day-to-day operations
• Engage with the Director of Underwriting and Operations
• Shadow team members on client meetings and join conference calls
• Make presentations on program design, comparing options and making recommendations based on client needs
• Participate in our Professional Development Series

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Life Insurance Agent Team Member

Insurance Regional Vice President – External Wholesaler

Life Insurance Customer Representative

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