Non Registered Sales Assistant jobs in United States
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Wells Fargo Advisors · 22 hours ago

Non Registered Sales Assistant

Wells Fargo Advisors is a fast-growing wealth management practice seeking motivated outbound callers to join their team. The primary responsibility of this role is to initiate high-quality conversations and book qualified appointments for senior advisors.

ConsultingFinanceFinancial Services

Responsibilities

Make outbound calls to provided lead lists
Introduce our firm clearly and professionally
Qualify prospects based on basic criteria
Book meetings on the advisor’s calendar
Track activity and outcomes accurately
Follow call scripts while developing your own confident style

Qualification

Clear speaking voiceComfort with rejectionHigh call volumeCoachableDisciplinedConsistentFollow directionReliable availabilityCommunication skills

Required

Strong communication skills and clear speaking voice
Comfort with rejection and high call volume
Coachable, disciplined, and consistent
Ability to follow direction and improve quickly
Reliable weekday availability

Company

Wells Fargo Advisors

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Wells Fargo Advisors is a consulting firm that provides investment and financial planning services to individuals and businesses. It is a sub-organization of Wells Fargo.

Funding

Current Stage
Late Stage

Leadership Team

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Patrick Rodman
SVP, Director of Advice Offerings, Digital & Automated Investing
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Company data provided by crunchbase