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

• Build, grow, and deepen relationships with independent agents and financial advisors
• Identify and engage life insurance–friendly producers aligned with advanced planning strategies
• Partner with advisors to position and implement life insurance solutions
• Serve as a consultative resource for planning concepts, case design, and strategy positioning
• Maintain a structured approach to pipeline management, activity tracking, and follow‑up
• Collaborate with internal teams to drive cases from concept through placement
• Operate with ownership and accountability in managing relationships, opportunities, and results

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Life Insurance Agent Team Member

Insurance Regional Vice President – External Wholesaler

Lead Life Insurance Sales