Client Engagement Manager - RiverSource

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 River Source Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

The role involves working with clients both inside and outside of the distribution channels to educate them on the implications of surrendering or transferring a River Source contract. You will be responsible for ensuring clients understand surrender fees and product benefits, features, and considerations that may be unique to their current River Source contract.

• Review information from multiple sources/systems to fully understand the client’s current contract features, as well as contract features of third‑party providers.
• Make outbound calls to clients who have requested a transfer of their annuity, life insurance, or DI contract and provide education to the client on the impacts of surrendering their River Source contracts, including surrender fees and product benefits and features that may be unique to their current product.
• Take inbound calls from clients who wish to cash surrender their annuity, life insurance, or disability contract.
• Review information from multiple sources/systems to understand the product features of the River Source product and any relevant information on third‑party products.
• Educate the client on the impacts of surrendering their contracts, including surrender fees and product benefits and features that may be unique to their current product.
• Work with other areas of the organization to ensure that the clients are fully serviced through the transaction to move or retain their accounts.

• Education:
  
  High school degree or GED. Post‑secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.
• Experience:
  
  3‑5 years relevant experience required. 1‑3 years direct sales experience, preferably by phone.
• Active Series 6 license.
• Active Life Insurance licenses or ability to obtain them within 90 days.
• Demonstrated customer service ability.
• Excellent time management skills.

Base Pay Salary: The estimated base salary for this role is $43,000 per year. We have a pay‑for‑performance compensation philosophy. Your initial total compensation may vary based on job‑related knowledge, skills, experience, and geographical work location. This role is eligible for variable pay in the form of bonus, commissions, and/or long‑term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well‑being, including vacation time, sick time, 401(k), and health, dental and life insurances.

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.