Ameriprise Financial
Minneapolis, MN, USA
Job Description The Scheduling Coordinator partners with up to six external Regional Vice Presidents to develop a robust activity schedule based on their travel rotation. Proactively contact advisors to schedule and communicate the value proposition of meeting with a RiverSource wholesaler. Is the point of contact for scheduling meetings, maintaining the calendar, and reporting on results and efforts. Responsibilities Schedule and reschedule meetings for each Regional Vice President Map out travel patterns within a loop to optimize appointment scheduling Manage advisor expectations regarding RVP's availability and conflicts Work with RVPs' to create a message that increases an advisor’s willingness to schedule an appointment and articulate the value an advisor will receive by meeting with the RVP Work independently to develop criteria for creating a targeted list of advisors and recommend it to the RVP. Incorporate segmentation strategies and calling plans. Build and...