Annuity and Retirement Development Consultant
| Company | Wells Fargo |
|---|---|
| Location | Charlotte, NC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
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
- Successfully completed SIE or FINRA Series 6 exam to qualify for immediate registration
Responsibilities
- Take inbound and outbound phone calls, conference calls and Team calls
- Support the Wells Fargo Annuity Business
- Maintain current and ongoing Annuity knowledge
- Support several Financial Advisors planning tools
- Be responsible for partnering with a territory based on geography
- 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
- Support the Annuity and Life Insurance market meetings including presenting and hosting meetings
Preferred Qualifications
- Knowledge and understanding of Annuity Products, Social Security and Retirement Income Strategy
- Retirement Income Certified Professional (RICP) and Certified Retirement Counselor (CRC) Designation
- FINRA registration including Series 7, Series 63 or Series 66 (or FINRA recognized equivalents)
- North Carolina State Insurance license(s)
- Ability to consult, build, and maintain solid working relationships in and outside of 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
- Excellent verbal, written, and interpersonal communication skills