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 Distribution Support Team Representative

Details
Country: USA
Location: NC Charlotte
Total applied: 18

Career Level: Experienced (Non-Manager)
Education Level: High School or equivalent
Job Type: Employee
Job Status: Full Time

Distribution Support Team Representative

Wachovia offers exciting career opportunities for knowledgeable individuals who are passionate about teamwork, service and continuous learning. Wachovia is the fourth-largest bank holding company in the United States based on assets; the third largest U.S. full-service brokerage firm based on client assets and has the #1 deposit market share in the southeastern United States.

Wachovia is featured prominently in this year's Working Mother's "100 Best Companies for Working Mothers" survey. The magazine not only ranked Wachovia among the nation's Top 10 companies for working mothers but named the company "Industry Leader" and "Best in Class" for family-friendly culture.

Requirements:

In this position, you will provide customer service to Retirement Plan participants in both inbound/outbound call center capacities while maximizing sales opportunities available. You will provide participants with needed distribution information while generating opportunities for asset retention in current retirement plan or through IRA rollovers. In addition, you will be responsible for meeting phone support stats, providing exceptional service to customers and generating sales referrals to Licensed Financial Specialists and Financial Advisors.

Must have demonstrated ability to offer a high-level of customer service in a financial services position. High school diploma and current Series 6/63 licenses (or willingness to obtain within six months) are required. Effective communication skills and strong interpersonal skills are a must. Sales experience and investment experience desired. Bachelor?s degree is preferred. Hours for this position are 10:00 a.m. to 7:00 p.m.

Wachovia recognizes and values the diversity of its employees, customers and business partners. EOE,M/F/D/V

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