Retirement Plans Sales Specialist

Location: Minneapolis, Minnesota, United States; in-office at least four days per week with the option to work from home one day per week

Base salary: $62,300–$85,700 per year, plus potential variable compensation such as bonuses, commissions, and long-term incentives.

Company

Diversified financial services organization providing financial planning and advice, asset management, and insurance and annuity products to individual, small business, and institutional clients.

What you will do

• Support advisors through inbound calls and emails with retirement plan sales strategies, plan selection, regulations, and appropriate solutions.
• Provide technical expertise across IRAs, business retirement plans, 403(b), 457, defined benefit, and cash balance plans.
• Explain retirement accumulation and distribution strategies, including rollovers, Roth conversions, in-service distributions, RMDs, and SEPP calculations.
• Cover the inbound phone queue and complete outbound calls or case work for the partnered region.
• Act as a subject matter expert for team members and internal stakeholders while maintaining strong relationships with product, marketing, sales strategy, and retirement sales teams.
• Track activity in Salesforce.com, use Microsoft Teams for advisor interactions when needed, and complete compliance coursework.

Requirements

• Bachelor’s degree or equivalent in a related field.
• At least 2 years of experience in financial services, financial sales, or financial wholesaling, with proven phone skills.
• Active Series 7 license or ability to obtain it within 120 days.
• Active state securities agent registration, S63 or S66, or ability to obtain it within 120 days.
• Active state IAR registration, S65 or S66, or ability to obtain it within 120 days.
• Clean compliance record and valid US work authorization without current or future visa sponsorship requirements.

Nice to have

• Knowledge of IRAs, 401(k)s, 403(b)s, qualified plans, and related retirement strategies.
• CFP, ChFC, CRPC, CRPS, or RICP designation, or a strong desire to obtain one.
• Experience as a financial planner or advisor, in sales coaching, or in financial wholesaling.
• Strong communication, influencing, organizational, relationship-building, and multitasking skills.
• Experience with Ameriprise products or field structure.

Culture & Benefits

• Face-to-face collaboration and relationship-based work are central to the operating model.
• Benefits include vacation time, sick time, 401(k), and health, dental, and life insurance.
• Pay-for-performance compensation may include bonuses, commissions, and long-term incentives.
• Inclusive and accessible recruitment process with reasonable accommodations available.