Senior Scheduling Coordinator

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.

Key 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 maintain advisor and field office relationships.   
• Generate event attendance and follow-up appointments from events. 
• General admin support including updated advisor records with new contact information, track and report results and activity efforts.   

Required Qualifications

• One to three years of customer service/sales experience.
• Demonstrated service orientation with a focus on quality, accuracy and attention to detail.
• Strong written and verbal communication skills.
• Ability to multi-task, quickly change direction and independently prioritize work in order to support multiple individuals.
• Ability to anticipate needs and make independent judgments given limited supervision.
• Strong computer skills including; Excel, Outlook and MicroSoft TEAMS.

 
Preferred Qualifications

• Knowledge of a sales organization and/or previous experience in a sales environment
• SalesForce experience

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.

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

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business

RSA Annuities