Annuity and Retirement Consultant

Wells Fargo•Charlotte, NC

54d

About The Position

Wells Fargo is seeking an Annuity and Retirement Consultant (Business Growth Strategy Associate) in the National Sales Client Relationship Group as part of Wealth and Investment Management (WIM). In this role, consultants support Financial Advisors fielding inbound and outbound calls on annuity and retirement products. Consultants will build collaborative relationships with annuity companies and educate Financial Advisors on appropriate retirement strategies to support clients' financial goals. Learn more about career areas and lines of business at wellsfargojobs.com. In this role, you will: Support the Wells Fargo Annuity Business via phone-based consultations, presentations and virtual meetings Maintain current and ongoing Annuity knowledge, offering Financial Advisors and their clients best in class retirement income strategies Provide SME support for Financial Advisors Planning Tools Partner with Financial Advisor assigned to a territory on business development activities 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

Requirements

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 FINRA Series 6 (or 7) exam to qualify for immediate registration

Nice To Haves

Knowledge and understanding of Annuity Products, Social Security and Retirement Income Strategy
North Carolina State Insurance license(s)
Retirement Income Certified Professional (RICP) and Certified Retirement Counselor (CRC) Designation
FINRA registration including Series 63 or Series 66 (or FINRA recognized equivalents)
Excellent verbal, written, and interpersonal communication skills
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
Good attention to detail and accuracy skills
Intermediate Microsoft Office skills

Responsibilities

Support the Wells Fargo Annuity Business via phone-based consultations, presentations and virtual meetings
Maintain current and ongoing Annuity knowledge, offering Financial Advisors and their clients best in class retirement income strategies
Provide SME support for Financial Advisors Planning Tools
Partner with Financial Advisor assigned to a territory on business development activities
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