Regional Vice President (RVP)-Annuities

72% Flex
Full Remote
Senior (5-10 years)
Remote from:United States
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Regional Vice President (RVP)-Annuities

72% Flex
Remote: Full Remote
Experience: Senior (5-10 years)
Work from: United States...

Offer summary


Bachelor's degree or equivalent, Active Series 6, Series 63 and State Insurance License.

Key responsabilities:

  • Drive sales through one-on-one meetings with advisors
  • Develop business plan, handle territory, and meet sales goals
  • Maintain relationships with business partners and educate advisors on product solutions
Ameriprise Financial Services, LLC logo

Ameriprise Financial Services, LLC

Financial ServicesXLarge
5001 - 10000 Employees

Job description

Logo Jobgether

Your missions

The Regional Vice President for Annuities (External wholesaler) is a sales professional with strong relationship building skills, product knowledge and sales experience. Position requires 80% travel and will be virtual based within the territory. Perform as part of a team which includes an internal wholesaling partner, with a primary responsibility of driving RiverSource Annuity product sales through the Ameriprise Financial Advisors channel. Position eligible for substantial variable bonus tied to sales.

Regional Vice President must reside in one of the following territories being supported: Ohio, West Virginia, Western Pennsylvania, upstate New York, Vermont.

If you are not located close to a physical office, remote work is considered for qualified candidates.

Key Responsibilities

  • Drive sales primarily through one-on-one sales meetings by developing, maintaining, and deepening relationships with new and existing advisors; influencing advisor choices using a consultative sales process and other performance improvement systems (ex. Quality Sales Call.). Partner with internal wholesaler to develop a business plan, handle the territory, and drive territory sales goals and objectives.
  • Demonstrate an understanding of RiverSource's products, including features and benefits; sell 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 build efficiencies (scheduling/rotations, meeting preparation & follow-up, acknowledging advisor sales, budget management, etc.). Prioritize and handle daily, weekly, and monthly workload.
  • Use software, including proprietary programs, to aid advisor business to find opportunities to meet client needs using RiverSource solutions. Analyze advisor and territory sales trends to ensure execution of the territory sales plan and make modifications to the action plan so that goals are achieved.
  • Conduct in person in the territory advisor education and entertainment events in territory to drive awareness on product solutions to meet client needs. Conduct client education events with advisors in the territory.
  • Complete required coursework to maintain compliance with state and federal regulations and licenses.

Required Qualifications

  • Bachelor's degree or equivalent.
  • Active Series 6, Series 63 and State Insurance License (Health, Life & Variable). 
  • 7+ years of relevant experience, with 5+ years of industry experience in annuities and financial markets or financial planning.
  • 3+ years of successful training or direct selling experience with shown ability to establish rapport and credibility quickly.
  • Experience working with consultative sales process.
  • Excellent interpersonal, presentation and problem solving skills.
  • RVP must live in territory: Ohio, West Virginia,  Western Pennsylvania, upstate New York,  Vermont; Ability to travel (75 - 80%).
  • ** Upon hire, obtain Territory States Securities & Territory Insurance License (Health, Life & Variable).

Preferred Qualifications

  • FINRA Series 7

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.

Base Pay Salary


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


Full time



Job Family Group


Line of Business  

RSA Annuities
See more

Required profile


Level of experience:Senior (5-10 years)
Industry :
Spoken language(s):
Check out the description to know which languages are mandatory.

Soft Skills

  • Excellent interpersonal skills
  • Proven consultative sales process experience

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