Ameriprise Financial Work Values

Daily Duties at Ameriprise Financial:

Create a book of business by doing the following. Marketing to clients, calling referrals, calling leads 700 a week. The goal was a one on one interview with me. Selling: Once a client met with me I sold them on my financial services. I was a financial planner and sold clients on my financial planning abilities. Fees ranged from $600-$4,000. Once I had a client an in-depth analysis lead to problems that were fixed with other financially related products. Deliverable was a customized financial plan 150-200 pages long. Service: The engagements were a term of 1 year long. Developed a schedule to meet with clients 4 times a year in person or over the phone. Innovation: Created a Referral Network called GN^2. over $500,000.00 of business was referred.

What they like about Ameriprise Financial:

A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.

Tags

MBA, Negotiating, Profit and Loss, Communication, Systems, Marketing, Project Management, Benefits, Financial Analyst, Employee Motivation, Series 7, Health and Life, Micosoft office, Manager, Employees, Confidential, Russia Russian, HR, Dynamic, Training, Reliable

Skills

Experienced in Business Development, Experienced in Strategic Planning, Organizational Process Design, Reporting, Balance Sheet Responsibility, Microsoft Office , Bookkeeping, Presentation Skills, Business Writing Skills, Design Organizational Process, Business Analysis, Sales Force Automation, Sales Interpretation , P&L responsibilities, Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership , Enthusiam, Motivation, Communication, Customer Service

These are some of the questions we asked our climbers about their experiences with Ameriprise Financial: