What are the responsibilities and job description for the Regional Service Consultant-RiverSource position at RiverSource?
As a Regional Service Partner, you will have the ability to grow your career by building relationships across the organization and gaining experience with leadership. You will work as a partner to RiverSource Annuity wholesaling as well as targeted advisors to provide support, technical knowledge, and ownership of complex issues in pursuit of growing RiverSource new business. You will be in communication with senior leaders while working to resolve escalations by being their single point of contact. You will also have the ability to take on projects while identifying process improvements that result in a better service experience.
This position will follow our hybrid schedule (three days in office) out of the Minneapolis, MN or Charlotte, NC offices.
Key Responsibilities
Provide new business and complex case support for targeted advisors and staff through proactive relationship management to grow new annuity business. Support may include Introductory calls, new business submission support and monitoring, quarterly check in and reviews with advisors and staff, partnering with sales on calls and presentations as needed and serving as a single point of contact for all annuity escalations and complex cases.
Provide escalation and new business support for top producing and top opportunity advisors and staff through inbound calls and email, draft monthly education communications to drive efficiency, offer quarterly webinars and proactively reaching out regarding upcoming regulatory or product changes. Create and send any written communication needed as a result of an escalation.
Serve as the single point of contact for all RiverSource executive, senior leaders, legal and compliance escalations. Respond to, research and resolve service issues and provide a verbal and/or written summary analysis to senior and executive leaders.
Demonstrate and maintain a strong fundamental knowledge of Ameriprise and RiverSource products, industry and competitive products, practices, and tools. Maintain strong, legal, regulatory and compliance knowledge. Act as expert on annuity systems, tools and capabilities.
Assist in ad hoc project work designed to enhance the advisor and client experience, as well as represent Service at advisor events, as necessary (some travel may be required). Gather and analyze feedback and prepare summary communication for key business partners and leaders. Engage back office leaders to implement process improvements identified through the analysis.
Perform reporting and analysis of key metrics to identify and develop process improvements for business partners. Assist in the facilitation and coaching of service employees through recommendations designed to decrease NIGO business (not in good order business) and enhance the ease of doing business.
Required Qualifications
Associate degree or equivalent
3 to 5 years relevant experience
Active Series 6
Experience in a service call center or transaction processing.
Strong working knowledge of customer service processes, policies, techniques, and applicable regulations.
Strong written and verbal communication skills.
Proven ability to research and resolve complex, high-priority service issues in a timely manner.
Preferred Qualifications
Annuity or financial services industry experience.
Experience with Ameriprise customer policies and procedures.
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 $61,100 - $82,500 / 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.
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
Client Service
Line of Business
RSA Annuities
This position will follow our hybrid schedule (three days in office) out of the Minneapolis, MN or Charlotte, NC offices.
Key Responsibilities
Provide new business and complex case support for targeted advisors and staff through proactive relationship management to grow new annuity business. Support may include Introductory calls, new business submission support and monitoring, quarterly check in and reviews with advisors and staff, partnering with sales on calls and presentations as needed and serving as a single point of contact for all annuity escalations and complex cases.
Provide escalation and new business support for top producing and top opportunity advisors and staff through inbound calls and email, draft monthly education communications to drive efficiency, offer quarterly webinars and proactively reaching out regarding upcoming regulatory or product changes. Create and send any written communication needed as a result of an escalation.
Serve as the single point of contact for all RiverSource executive, senior leaders, legal and compliance escalations. Respond to, research and resolve service issues and provide a verbal and/or written summary analysis to senior and executive leaders.
Demonstrate and maintain a strong fundamental knowledge of Ameriprise and RiverSource products, industry and competitive products, practices, and tools. Maintain strong, legal, regulatory and compliance knowledge. Act as expert on annuity systems, tools and capabilities.
Assist in ad hoc project work designed to enhance the advisor and client experience, as well as represent Service at advisor events, as necessary (some travel may be required). Gather and analyze feedback and prepare summary communication for key business partners and leaders. Engage back office leaders to implement process improvements identified through the analysis.
Perform reporting and analysis of key metrics to identify and develop process improvements for business partners. Assist in the facilitation and coaching of service employees through recommendations designed to decrease NIGO business (not in good order business) and enhance the ease of doing business.
Required Qualifications
Associate degree or equivalent
3 to 5 years relevant experience
Active Series 6
Experience in a service call center or transaction processing.
Strong working knowledge of customer service processes, policies, techniques, and applicable regulations.
Strong written and verbal communication skills.
Proven ability to research and resolve complex, high-priority service issues in a timely manner.
Preferred Qualifications
Annuity or financial services industry experience.
Experience with Ameriprise customer policies and procedures.
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 $61,100 - $82,500 / 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.
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
Client Service
Line of Business
RSA Annuities
Salary : $61,100 - $82,500
