Job Description

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 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.

Work with clients both inside and outside of the distribution channels to educate them on the implications of surrendering or transferring a RiverSource contract to ensure the client is fully educated on their current product, including surrender fees and product benefits, features, and considerations may be unique to their current RiverSource contract.

Key Responsibilities

• 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 that have requested a transfer of their annuity, life insurance, or DI contract and provide education to the client on the impacts of surrendering their RiverSource 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 RiverSource product and any relevant information on third party products. Educate the client on the impacts of surrendering their contracts, including surrender fees and products 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.

Required Qualifications

• High school or GED

• 3 - 5 years relevant experience required

• Active Series 6

• 1-3 years direct sales experience, preferably by phone.

• Hold Life Insurance licenses or ability to obtain them within 90 days.

• Demonstrated customer service ability.

• Excellent time management skills.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $43,000 / 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 but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Client Service

Line of Business

RSA Annuities

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.