Business Development Sourcing Specialist

Wells Fargo • Charlotte, NC

2d • Onsite

About The Position

Within Wealth & Investment Management (WIM), the Advisor Recruiting department is charged with leading the organic growth of the Firm by attracting the most successful, experienced Financial Advisors across all Wells Fargo Advisors (WFA) Channels. As part of Advisor Recruiting, the Business Development Sourcing Specialist offers a multifaceted role that goes beyond traditional sourcing responsibilities. In addition to sourcing, you'll take on responsibilities such as scheduling interviews, organizing meetings and collaborating closely with the dynamic team. Versatility and teamwork are key pillars of success in this position.

Requirements

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

Nice To Haves

• Knowledge and understanding of the brokerage industry
• Strong prospecting, outbound sales, recruiting, negotiation, and influence skills
• Ability to overcome sales obstacles
• Strong sales and negotiation skills
• Knowledge and understanding of brokerage systems or applications
• Intermediate Microsoft Office skills
• Attention to detail and accuracy skills
• Customer service focus with the ability to actively listen, elicit information, comprehend customer issues/needs, and recommend solutions
• Excellent verbal, written, and interpersonal communication skills
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Strong organizational, multi-tasking, and prioritizing skills
• Extensive knowledge and understanding of social media: LinkedIn
• Knowledge and understanding of Salesforce or contact management system
• A BS/BA degree or higher

Responsibilities

• Proactively reach out to Financial Advisor (FA) prospects in order to support hiring managers/business owners with lead generation (i.e. build pipeline by making outbound calls, texts, emails, mailers, LinkedIn connections to FA Prospects to ensure sufficient lead flow and facilitate meetings)
• Understand and articulate the WIM value proposition
• Utilize LinkedIn to increase social media presence and engage FA prospects
• Develop understanding of industry trends and recruiting landscape
• Partner with hiring manager/business owner to understand recruiting landscape and opportunity in order to generate leads
• Follow up on National and Market-level marketing campaigns
• Generate prospecting reports in markets looking to build a pipeline
• Follow up on website leads/inquiries
• Document accurate recruiting notes and activity in Salesforce

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree