Employee Benefits Advisor

Job Description

Inbound sales associate sells employee benefits insurance products and handles inbound sales calls from referred Wells Fargo customers and prospects and, when appropriate, initiates outbound calls to Wells Fargo customers who requested a call back to discuss their insurance. Responsibilities also include managing prospect follow up activities, analyzing customers current coverage, and presenting Wells Fargo recommended coverages.

Team members support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following, and adhering to and if applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Required Qualifications

  • 2+ years sales or customer service experience

Desired Qualifications

  • Employee benefits experience
  • Life & Health Insurance licenses

Job Expectations

  • Designated insurance license requirements must be completed within 180 days of hire date. Compliance with state law requirements is required.

Disclaimer

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

0198045 WHOLESALE BANKING


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