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RBFCU Wealth Management

Insurance Regional Vice President - External Wholesaler

Posted 6 Days Ago
Be an Early Applicant
In-Office
Charlotte, NC, USA
75K-75K Annually
Senior level
In-Office
Charlotte, NC, USA
75K-75K Annually
Senior level
The Regional Vice President drives sales for RiverSource Insurance through consultative meetings with financial advisors and develops relationships to enhance product sales in the specified territory.
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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.

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.
We are looking for a Regional Vice President (External Wholesaler) to join the RiverSource Insurance sales team in the Virginia, North Carolina, Maryland, Washington DC area!

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

  • Bachelor's degree or equivalent.

  • 7-10 years relevante experience

  • Series 6 or Series 7

  • State securities agent registrations (Series 63 or Series 66)

  • 5+ years of industry experience in insurance 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: North Carolina, Virginia, Maryland, and Washington DC with ability to travel (75 - 80%).   

** Upon hire, acquire Territory States Securities & Territory Insurance License (Health, Life & Variable).
 

Remote Work

This position is remote.  Any expectations for travel or in-person collaboration will be discussed during the hiring process.  This position is eligible for remote work in these locations: North Carolina, Virginia, Maryland, and Washington DC.

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).

Base Pay Salary

The estimated base salary for this role is $75,000 / 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. 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.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Sales

Line of Business  

INSUR Insurance

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.

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