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:

Organizations with strong, centralized leadership are particularly attractive to you. You require a work environment with leadership that aggressively seeks to expand and grow the business and does so in a visible and decisive manner. In general you prefer to work in an environment in which there is a strong link between leadership, its actions, and a strong set of company-wide values.

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: