Partner with internal and external wholesaler and/or advisor to uncover advanced cases, then prepare a sales strategy to assist high net worth and small business owner clients to use life insurance or annuities to accomplish their advanced / complex planning goals
Prepare and conduct sales training presentations and speaking engagements on advanced topics to insurance and annuity wholesalers, advisors and clients via both small and large groups
Partner with insurance, annuities, AMP Higher Net Worth team, financial planning, personal trust and other Ameriprise departments to partner on strategy and content development that will assist the development of advanced strategies for key initiatives that can increase client engagement and advisor productivity
Assist marketing team in the development of advanced sales strategies, training decks and seminars
Monitor legal and tax developments that may affect the company’s insurance and annuity products, strategies and/or services
Manage sales practices in a compliant manner
Complete required coursework in order to maintain compliant with state and federal regulations and licenses

Bachelors degree or equivalent experience
7
10 years relevant experience
Juris Doctorate required
3
5 years of working in advanced markets and with high-net-worth clients
Series 7
State securities agent registration (S63 or S66)
Strong oral and written communication skills and excellent presentation skills
In-depth technical knowledge on estate, business and charitable planning as well as general financial planning
Demonstrated ability to integrate insurance products into advanced financial plans/sales process
Upon hire, obtain Territory States Securities & Territory States Insurance License (Health, Life & Variable)

Director of Advanced Strategies

Key skills