Annuity and Retirement Consultant, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Support Financial Advisors fielding inbound and outbound calls on annuity and retirement products. Build collaborative relationships with annuity companies and educate Financial Advisors on appropriate retirement strategies to support clients' financial goals as part of Wealth and Investment Management.

Job Responsibility:

Support Wells Fargo Annuity Business via phone-based consultations, presentations and virtual meetings
Maintain current Annuity knowledge and educate Financial Advisors on retirement income strategies
Provide SME support for Financial Advisors Planning Tools
Partner with Financial Advisor on business development activities
Participate in planning and execution of tactical activities and projects
Ensure adherence to compliance regulations and policies
Perform research within Business Growth Strategy functional area
Develop strategies to enhance growth opportunities in designated market
Participate in defining and tracking metrics
Collaborate with Business Growth Strategy managers, colleagues, stakeholders, bankers, brokers, business, and community leaders

Requirements:

6+ months of Business Growth Strategy experience or equivalent through work experience, training, military experience, or education
Successfully completed FINRA Series 6 (or 7) exam for immediate registration
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
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure
Ability to work independently
Good attention to detail and accuracy skills
Intermediate Microsoft Office skills

Nice to have:

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
Excellent verbal, written, and interpersonal communication skills
Ability to consult, build, and maintain solid working relationships
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure
Ability to work independently
Good attention to detail and accuracy skills
Intermediate Microsoft Office skills

Additional Information:

Job Posted:
August 23, 2025

Expiration:
September 05, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Annuity and Retirement Consultant