Investment Call Center Sls Rep

Please note applicants that do apply for this position need to be flexible with working on Saturdays.Responsible for sales and promotion of Wells Fargo products by meeting goals of opening WellsTrade accounts as well as referring business to appropriate business partners. Handles outbound / inbound sales calls for WellsTrade products and/or refers to other Wells Fargo business groups by successfully profiling clients to determine appropriate investment or product channels. Generates and funds WellsTrade accounts and profiles clients to determine appropriate cross-sell opportunities. Learns about other Wells Fargo products through business partners and training to ensure effective profiling of clients and referrals. Educates WellsTrade customers on product features and website functionality. Utilizes technology to record and track client information. Responsible for effectively managing the work list to deliver exceptional service and to meet sales objectives. Remains in compliance with all standards, procedures and regulations. May work on miscellaneous projects as assigned.
Minimum Qualifications


* Minimum Qualifications:Needs to have a current Series 7 and 63 license.