9 часов назад
Sr Schedule Coordinator
50 800 - 69 900$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr Schedule Coordinator (Financial Services/Sales Operations): Coordinating advisor meetings and travel-based activity schedules for up to six Regional Vice Presidents with an accent on appointment optimization, advisor outreach, and calendar management. Focus on mapping travel loops, developing targeted advisor lists, generating event follow-ups, and reporting scheduling results.
Location: Minneapolis, Minnesota, United States. Hybrid schedule with at least four days per week in the office and flexibility to work from home one day per week.
Salary: $50,800–$69,900 per year, plus potential variable compensation such as bonuses, commissions, or long-term incentives.
Company
is a diversified financial services company providing financial planning and advice, asset management, and insurance services to individual, small business, and institutional clients.
What you will do
- Develop activity schedules for up to six Regional Vice Presidents based on their travel rotations.
- Schedule and reschedule advisor meetings, manage calendars, and communicate availability and conflicts.
- Contact advisors, explain the value of meetings with RiverSource wholesalers, and increase appointment participation.
- Map travel patterns within loops to optimize appointment scheduling.
- Build targeted advisor lists using segmentation strategies and calling plans.
- Maintain advisor and field office relationships, support events, update records, and report activity results.
Requirements
- 1–3 years of customer service or sales experience.
- Valid U.S. work authorization without current or future visa sponsorship requirements is required.
- Strong written and verbal communication skills.
- Ability to multitask, change direction quickly, prioritize independently, and make judgments with limited supervision.
- Strong computer skills, including Excel, Outlook, and Microsoft Teams.
Nice to have
- Knowledge of a sales organization or previous sales experience.
- Salesforce experience.
- Service orientation with attention to quality, accuracy, and detail.
Culture & Benefits
- In-person collaboration is a core part of the client-centric, relationship-based work environment.
- Benefits include vacation, sick time, 401(k), and health, dental, and life insurance.
- Roles follow a pay-for-performance compensation philosophy.
- supports an inclusive and accessible recruitment process.
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