Regional Vice President - Insurance

Remote: 
Full Remote
Contract: 

Offer summary

Qualifications:

Bachelor's degree or equivalent experience required, Series 6 and Series 63 licenses, State Insurance License (Health, Life & Variable), 7-10 years of relevant experience in financial markets or financial planning, with strong consultative sales skills..

Key responsabilities:

  • Drive sales through one-on-one meetings with advisors and maintain relationships to influence their choices.
  • Partner with internal wholesaler to develop business plans and achieve regional sales goals.
  • Analyze sales trends and modify plans to ensure goals are met, preparing for face-to-face sales calls.
  • Travel within the territory for sales calls, client events, and group presentations.

Columbia Threadneedle Investments, US logo
Columbia Threadneedle Investments, US https://www.columbiathreadneedleus.com/
1001 - 5000 Employees
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Job description

The Regional Vice President for RiverSource Insurance (External wholesaler) is a sales professional with strong relationship building skills, product knowledge and sales experience. Perform as part of a team which includes an internal wholesaling partner, with a primary responsibility of driving RiverSource Life Insurance product sales through the Ameriprise Financial Advisors channel.

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

Key Responsibilities

  • Drive sales through one-on-one sales meetings by developing, maintaining, and deepening relationships with new and existing advisors; influences advisor choices using a consultative sales process and other performance improvement systems (ex. Territory Analysis Program (TAP), Quality Sales Call, etc.). Partner with internal wholesaler to develop a business plan, handle the territory, and drive regional sales goals and objectives.

  • Demonstrate an understanding of RiverSource's products, including features and benefits; sells 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 create efficiencies (scheduling/rotations, meeting preparation & follow-up, recognizing advisor sales, budget management, etc.). Prioritize and handle daily, weekly, and monthly workload.

  • Use software, including proprietary programs, to aid advisor business and identify opportunities to offer RiverSource solutions. Analyze advisor and territory sales trends to ensure execution of the territory sales plan and make modifications to the plan so that goals are achieved; leverage the information to prepare for face-to-face sales calls.  

  • Travel within territory to conduct one-on-one Ameriprise Financial Advisor sales calls, conduct client events, and to deliver group presentations, including continuing education/training.

  • Complete required coursework in order to maintain compliant with state and federal regulations and licenses.


Required Qualifications

  • Bachelors degree or equivalent experience required

  • Series 6

  • Series 63

  • State Insurance License (Health, Life & Variable)

  • 7 - 10 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: Delaware, E. Pennsylvania, Metro New York or  New Jersey

  • Ability to travel (75 - 80%)

  • ** Upon hire, obtain Territory States Securities & Territory Insurance License (Health, Life & Variable)  


Preferred Qualifications

  • Series 7

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.

Base Pay Salary

The estimated base salary for this role is $75,000 / year + variable commission targets. 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. In addition, most of our roles are 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 but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Closing Date: 05/10/2025

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/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Sales

Line of Business  

INSUR Insurance

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Relationship Building
  • Problem Solving
  • Social Skills
  • Time Management

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