Client Engagement Manager at Ameriprise Financial in Minneapolis, Minnesota

Job Description:

The CEM, works with clients and beneficiaries both inside and outside of the distribution channels. Goal is 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. By educating the client/beneficiary, assets may be maintained by the company. Compensation includes both a base and a variable component.

Key Responsibilities

• Execute outbound calls to beneficiaries of annuity accounts to educate them on settlement options


• Take inbound/outbound calls from clients requesting to cash surrender their annuity, life insurance, and/or disability contract.


• Review information from multiple sources/systems to fully understand the client's current contract features, as well as contract features of third party providers.


• Educate 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.


• Educate clients on product features of the RiverSource product and any relevant information on third party products.


• Work with other areas of the organization, including claims, to ensure that the clients are provided excellent level of service through the transaction to move or retain their accounts.

Required Qualifications

• High School or equivalent


• Series 6 (if not actively held, ability to obtain within 90 days of hire. If multiple exams are required, an additional 90-days will be added after successfully passing each exam).


• Life Insurance license or ability to obtain within 90 days of hire


• 3 - 5 year's relevant experience


• 1 - 3 yrs. direct sales experience (preferably by phone)


• Proven customer service ability


• Excellent time management skills

Preferred Qualifications

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 $43,000 / year + variable commission targets. 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 AnnuitiesPDN-9e77488c-7bf7-40a8-8c0d-c5f3b912204d Apply Now