About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

Key Responsibilities:

• Learn and become an expert in RiverSource annuity and life insurance products and strategies. Build and maintain relationships with the wholesaling team. Engage with Ameriprise advisors to understand how RiverSource insurance solutions fit into the financial planning process and support client retirement, protection, and legacy planning needs.
• Answer calls via an inbound phone queue and respond to questions regarding RiverSource products and strategies. Use effective questioning to match product solutions to clients’ retirement and legacy needs. Run illustrations and product proposals and teach advisors how to use these tools to present solutions to their clients. Follow up as needed to assist in closing business opportunities and identifying additional sales opportunities.
• Partner with wholesaling teams to identify proactive callout opportunities and determine desired outcomes. Examples include driving event attendance, notifying advisors of updated licensing requirements, supporting business development initiatives, and assisting wholesalers in growing advisor engagement.
• Pass all required licensing exams and keep current on all FINRA, state insurance training, and continuing education (CE) requirements.

Required qualifications:

• Education: Bachelor’s degree or equivalent.
• Experience: 0-1 year of relevant work experience. Relevant experience may include sales, customer service, financial services, banking, insurance, or other relationship-focused roles.
• Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
• Active Series 6 License.
• State Securities Agent Registration (Series 63).
• Resident State Insurance Licenses (Variable, Health & Life).
  • If licenses are not actively held, they must be obtained within 120 days of the start date. If multiple exams are required, they will be completed consecutively, with an additional 90-day period following the successful completion of each exam.
• Ability to build strong relationships.
• Excellent communication and influencing skills.

Preferred qualifications:

• Active Series 6, Series 63, and Variable, Health & Life licenses. Candidates who actively hold all required licenses are eligible for remote work upon hire
• Candidates who already hold both State Insurance license and Series 6 license may be considered for remote work upon hire.
• Knowledge of annuity and life insurance products.
• Experience in the financial services industry, financial sales, or financial wholesaling.
• Ability to work on a sales and results-driven team.
• Effective presentation skills.
• Interest in a compensation structure that includes both base salary and bonus opportunities.
• Interest in pursuing a career path within wholesaling, including future opportunities as a Regional Sales Director.

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Base Pay Salary

Full-Time/Part-Time

Exempt/Non-Exempt

Job Family Group

Line of Business  

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.