Client Engagement Manager

The client engagement manager will work with clients through the RiverSource distribution channels. Ensuring clients are fully educated on their current product and product benefits, features, and considerations that may be unique to their current RiverSource contract.

Key Responsibilities

• 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
• 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.

Full time

Exempt

Client Service

RSA Annuities