Series 24 - Genl Secur. Princp / Series 65 - State IAA/IAR / Series66-Comb. St. Sec/IAA/IAR / Series
About Ameriprise
You give more, you want more
You've worked hard and now you're looking for a career that's as rewarding as it is
challenging. Ameriprise Financial is a great place to find just that. With our corporate
headquarters in Minneapolis and offices nationwide, we're America's largest financial
planning company1 yet we're also a supportive nationwide family of financial
professionals. We're proud to be ranked as one of the "Best Places to Launch a Career"
by BusinessWeek magazine.2
You provide the initiative; we provide the support to help you succeed. Thrive in our
diverse and inclusive environment with award-winning training,3 career development and
360° support guided by accessible leaders. If you're talented, driven, and ready to join a
team of professionals who work every day to help their clients plan for and achieve their
dreams, you're ready for a career at Ameriprise Financial.
Ameriprise Financial is an equal opportunity employer.
1 Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008, and the number of CFP® professionals documented by the Certified Financial Planner Board of Standards, Inc.
2 BusinessWeek magazine, September 4, 2008.
3 DALBAR Financial Intermediary Post-Sale Service Award 2007.
Responsibilities
Direct sales supervision of annuity transactions. Contact with advisors, field leaders and clients required in addition analysis of information from multiple systems.
-Supervise all new accounts and trades for annuity transactions
-Communicate with advisors and field leaders regarding results of supervisory activity including one-on-one training.
-Communicate with clients regarding activity to determine suitability.
-Serve as subject matter expert providing information and/or research to other Central Supervision Unit (CSU) Registered Principals and business partners including compliance cases.
Qualifications
Required qualifications:
-College degree
-2-3 years financial services industry experience.
-Fully registered and licensed to cover all products and services supervised including current Insurance Producer License.
-Strong analytical skills.
-Strong written and verbal communication skills.
-Comprehensive knowledge of the features and benefits of annuity products and complex annuity sales strategies
