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Wells Fargo · 1 day ago

Annuity and Retirement Consultant

CHARLOTTE, NC

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Wells Fargo is seeking an Annuity and Retirement Consultant to join the National Sales Client Relationship Group within the Wealth and Investment Management organization. In this role, consultants support Financial Advisors by fielding inbound and outbound calls on annuity and retirement products, fostering relationships with annuity companies, and educating Financial Advisors on retirement strategies.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Participate in planning and execution of tactical activities and projects that directly support or assist in implementation and optimization of efforts for growth opportunities in an assigned market

Ensure adherence to compliance regulations and policies

Perform research within Business Growth Strategy functional area, identify and select best channels and product combinations to improve effectiveness and efficiency of coverage in marketplace and to meet the unique needs of customers

Receive direction from Business Growth Strategy supervisor and exercise independent judgment while developing strategies to enhance growth opportunities in a designated market

Participate in defining and tracking metrics

Collaborate and consult with Business Growth Strategy managers, colleagues, stakeholders, bankers, brokers, business, and community leaders, including internal or external customers to grow market share and meet customer needs

Qualification

Business Growth StrategyFINRA Series 6Annuity Products KnowledgeNorth Carolina Insurance LicenseFINRA Series 63Microsoft Office SkillsCommunication SkillsRelationship BuildingAttention to Detail

Required

6+ months of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 (or Series 7) exam sufficient to qualify for immediate FINRA registration

Preferred

Knowledge and understanding of Annuity Products, Social Security and Retirement Income Strategy

North Carolina State Insurance license(s)

Successfully completed Financial Industry Regulatory Authority (FINRA) Series 63 examination (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Excellent verbal, written, and interpersonal communication skills

Retirement Income Certified Professional (RICP) and Certified Retirement Counselor (CRC) Designation

Ability to consult, build, and maintain solid working relationships in and outside of the immediate department

Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic work environment

Ability to work independently with attention to detail and accuracy skills

Intermediate Microsoft Office skills