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
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
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 StageRecent News
2026-01-09
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