National Sales Associate - Insurance
Core
Support Ameriprise Financial advisors by answering inbound calls and making selective outbound calls to match RiverSource insurance product solutions to client retirement, protection, and legacy planning needs.
Role type
Entry-level insurance sales associate (wholesaling support)
Builds
Insurance product proposals and illustrations for advisors
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Verbal communication, questioning techniques, relationship building, product presentation, regulatory compliance
Preferred skills
Existing Series 6/63 licenses, State insurance licenses, financial sales experience, presentation skills
Technologies
Sales call systems, product illustration tools
Responsibilities
Answer inbound calls regarding RiverSource products; run illustrations and product proposals for advisors; follow up to assist in closing business opportunities; partner with wholesaling teams to identify proactive callout opportunities; pass required licensing exams and maintain continuing education.