Annuities Retention Specialist jobs in Minnesota
Annuities Retention Specialist coordinates with service representatives and clients to assist with retaining the client's annuity business. Provides knowledge and expertise to clients in order to meet their financial goals and to clearly understand various options that are available with annuities. Being an Annuities Retention Specialist reviews surrender requests and contacts clients to re-engage and identify opportunities for additional sales. Makes recommendations to product line management to improve service and design of products that encourage client retention. Additionally, Annuities Retention Specialist requires a bachelor's degree. Typically reports to a manager. The Annuities Retention Specialist contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Annuities Retention Specialist typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
Recently Added Annuities Retention Specialist jobs
Regional Vice President (RVP)-Annuities
- RiverSource Distributors
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Minneapolis, MN
FULL_TIME
- 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 75,000 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 RSA Annuities 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.
- 17 Days Ago
Assistance retention
- Jeff Belzer Auto Group - Lakeville
-
Lakeville, MN
FULL_TIME
- After promoting from the department, we are looking to add to our growing Family!! Paid Training - with higher potential starting wage based off experience!! About Us : Jeff Belzer's has been family o...
- 7 Days Ago
Intern: Retention Data
- Concordia University
-
Paul, MN
INTERN
- Position: Intern: Retention Data Location: St. Paul, MN Job Id: 01012 # of Openings: 1 Intern: Data Retention Position Overview: The Retention Data Intern will assist the Retention Data Manager with a...
- 29 Days Ago
Coordinator - Sales / Client Retention
- Signal Security
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Minneapolis, MN
FULL_TIME
- At Signal, we are seeking an extremely driven, innovative, and resourceful Business Development Manager. In this role, you will be responsible for achieving assigned sales targets, lead qualification,...
- 2 Days Ago
Intern: Retention Data
- Concordia University, St. Paul
-
Paul, MN
INTERN
- Intern: Data Retention Position Overview: The Retention Data Intern will assist the Retention Data Manager with administrative duties related to student success as part of the Academic Advising team a...
- 30 Days Ago
Lease Retention Assistance
- Jeff Belzer Auto Group - Lakeville
-
Lakeville, MN
FULL_TIME
- **After promoting from the department, we are looking to add to our growing Family!! Paid Training - with higher potential starting wage based off experience!!** About Us:Jeff Belzer's has been family...
- 7 Days Ago
Annuities Retention Specialist jobs at Popular Companies
Retention Specialist
- Realtor.com Careers
-
Scottsdale, AZ
- At Realtor.com®, we have among the most comprehensive and accurate coverage of real estate listings and the most engaged...
- 6/2/2024 12:00:00 AM
Client Retention Specialist
- Global Payments, Inc.
-
Jeffersonville, IN
- Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our p...
- 6/2/2024 12:00:00 AM
Retention Specialist
- Buffalo Biodiesel, Inc.
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- Buffalo Biodiesel is in growth mode and currently seeking a Retention Specialist to join our fast-growing team! Who We A...
- 6/1/2024 12:00:00 AM
Retention Specialist
- Realtor.com
-
Scottsdale, AZ
- At Realtor.com, we have among the most comprehensive and accurate coverage of real estate listings and the most engaged ...
- 6/1/2024 12:00:00 AM
Retention Specialist
- Better Debt Solutions
-
Irvine, CA
- At Better Debt Solutions, our mission is to nurture a culture of compassion and empowerment. It is rooted in empathy and...
- 5/31/2024 12:00:00 AM
Retention Specialist
- Altice USA Inc.
-
Tyler, TX
- Retention Specialist Location: Tyler, TX, US, 75701 Brand: Optimum Requisition #: 5737 Are you looking to Optimize your ...
- 5/30/2024 12:00:00 AM
Client Retention Specialist
- Heartland, a Global Payments company
-
Jeffersonville, IN
- Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers a...
- 5/30/2024 12:00:00 AM
RETENTION SPECIALIST
- Anthony Jordan Health Corp
-
Rochester, NY
- RETENTION SPECIALIST ROCHESTER, NY (http://maps.google.com/maps?q=214C+Lake+Avenue+ROCHESTER+NY+USA+14608) Quality Impro...
- 5/30/2024 12:00:00 AM
About Minnesota
Minnesota (/ˌmɪnɪˈsoʊtə/ (listen)) is a state in the Upper Midwest and northern regions of the United States. Minnesota was admitted as the 32nd U.S. state on May 11, 1858, created from the eastern half of the Minnesota Territory. The state has a large number of lakes, and is known by the slogan the "Land of 10,000 Lakes". Its official motto is L'Étoile du Nord (French: Star of the North).
Minnesota is the 12th largest in area and the 22nd most populous of the U.S. states; nearly 60% of its residents live in the Minneapolis–Saint Paul metropolitan area (known as the "Twin Cities"). This area i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Retention Specialist jobs
$58,106 to $77,829