In this role, you will:
- Provide quality, consultative service to the field regarding Financial Advisor (FA) and Digital Platform tools and applications such as SmartStation, Advisor Gateway, eSign, Envision® and eMoney®.
- Provide training and assistance to employees and business partners through inbound call support and/or escalations.
- Participate in all required training and remain current on all application releases and updates.
- Identify opportunities for process improvements within scope of responsibilities or functional area.
- Act as a conduit for high priority escalations from different levels of Senior Leadership.
- Analyze performance trends, identify developmental needs, and provide coaching techniques and recommendations to improve sales performance.
- Partner with different Product Teams to stay ahead of updates as well as raise their hand when issues arise.
- Provide resolutions to Excellence First issues, Loudspeaker submissions, escalations from field users as well as Platform Support.
- Act as a business partner in providing necessary tools and resources to sales members to increase the sale of financial products and services.
- Present recommendations for resolving more complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements.
- Collaborate and consult with Sales Enablement colleagues, internal partners, and stakeholders, including internal as well as external customers.
Required Qualifications:
- 2+ years of Sales Enablement experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Excellent organizational, multi-tasking, and prioritizing skills
- Excellent verbal, written, and interpersonal communication skills
- Excellent problem-solving skills
- Ability to manage multiple and competing priorities
- Ability to work in a fast-paced action-oriented environment
- Intermediate Microsoft Office skills
- Experience resolving and working through escalated and complex customer issues
- Good analytical skills with high attention to detail and accuracy
- Financial services industry experience
- Call center customer service experience in the financial services industry
Job Expectations:
- Position Hours: Monday - Friday (as early as 7am CT and as late as 5pm CT)
- This position is not eligible for Visa sponsorship.
- This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Job Location:
- 2801 Market St. - St. Louis, Missouri
22 Aug 2024
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.