Retirement Plans Sales Specialist

Use technical retirement plan expertise to help advisors with sales strategies, plan selection, rules/regulations, and appropriate solutions via consultative inbound calls
Drive retirement plan sales
Cover the inbound phone queue and make some outbound calls/case work to support the partnered region
Respond to inbound calls and emails from advisors
Serve as a subject matter expert for team members and internal stakeholders
Provide flexibility in queue coverage and participate in team meetings
Maintain working relationships with product partners, marketing, sales strategy, and retirement sales teams
Track all activity accurately in
Use Microsoft Teams for advisor sales interactions when needed
Complete required coursework to maintain compliance with state and federal regulations and licenses
Support advisors across IRAs, business retirement plans, 403(b), 457, defined benefit plans, RMD and SEPP calculations, retirement accumulation/distribution strategies, and retirement income strategies

• Bachelor’s Degree or equivalent in a related field
• 2+ years’ experience in financial services industry, financial sales, or financial wholesaling with proven phone skills
• Active Series 7 or ability to obtain within 120 days
• Active State securities agent registration (S63 or S66) or ability to obtain within 120 days
• Active State IAR registration (S65 or S66) or ability to obtain within 120 days
• Must have a clean compliance record
• Understanding of IRAs, 401(k) s, 403(b) s and related plans
• Proven ability to establish rapport and credibility quickly
• Open to sales call coaching
• Excellent communication and influencing skills
• Independent self-starter with strong teamwork orientation and relationship skills
• Good understanding of retirement plans, including IRAs, Qualified Plans, and Cash Balance Plans
• Ability to articulate complex information clearly and concisely
• Excellent telephone communication skills
• Strong organizational skills and ability to manage multiple priorities
• Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
• CFP, ChFC, CRPC, CRPS and RICP designations preferred
• Experience as a financial planner or financial advisor preferred
• Experience with Ameriprise Financial product suite preferred
• Knowledge of the Ameriprise field structure preferred
• Demonstrated sales and coaching experience and understanding of the wholesaling process preferred

Demonstrates expertise in retirement plans, including IRAs and 401(k) s, while effectively driving sales through consultative interactions with advisors. Maintains compliance with state and federal regulations and possesses strong communication and relationship-building skills.

• Retirement Plan Expertise
• Sales Strategy Development
• Active Series 7 License
• Financial Services Experience
• Proficiency

• Retirement Accumulation Strategies
• Defined Benefit Plans
• RMD Calculations
• SEPP Calculations
• Financial Sales
• Wholesaling Process
• IRAs Understanding
• 403(b) Knowledge
• 401(k) Knowledge
• Cash Balance Plans

• Excellent Communication Skills
• Relationship Building
• Teamwork Orientation
• Organizational Skills
• Influencing Skills

• Active State Securities Agent Registration
• Active State IAR Registration
• CFP
• ChFC
• CRPC
• CRPS
• RICP

• Financial Services
• Retirement Plans
• Compliance
• Financial Planning
• Ameriprise Financial

• Microsoft Teams