Licensed Financial Service Rep - Series 7 and 63
Finance Service Representative Job in Salt Lake City, UT
About this role:
Wells Fargo is seeking a Wealth Contact Center Development Associate. Working within a contact center environment, in this role you will be responsible for new business development of WFA's investment product solutions to prospective clients. Through inbound and outbound call activity, you will provide education and consultation to help determine the most suitable WFA solution to meet the client's needs and objectives. Depending on the type of WFA product, new business opportunities are referred to the appropriate brokerage channel or maintained by the Investment Resource Consultant for fulfillment. You will demonstrate expertise in areas of investments, markets, finance and economic conditions with ability to sell/refer investment and retirement solutions while providing exceptional customer service. Duties include strong client profiling/needs assessment and relationship-building skills, attainment of business development objectives, and effective partnering with Financial Advisors and other lines of businesses.
In this role, you will:
Work within a contact center environment to provide support for new business development for investment product solutions to prospective clients for low complexity initiatives within Wealth Contact Center Development functional area
Effectively managing pipeline reports to deliver exceptional service and meet performance objectives
Remain in compliance with all standards, procedures and regulations
Review basic or tactical issues, policies, or procedures for new business opportunities related to lower risk tasks and deliverables with narrower impact
Receive direction from Wealth Contact Center Development supervisor and exercise judgment within defined parameters while developing understanding of investments, markets, finance and economic conditions with ability to sell or refer investment and retirem
$30k-35k yearly est.