Wells Fargo WM Licensed Insurance Support Associate in Scottsdale, Arizona

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

Wealth Management (WM): Wealth Management business is a leading provider of financial services to high-net worth clients through Wells Fargo Private Bank, and to the affluent segment through partnerships between Wealth Brokerage Services and Consumer Banking. In Wealth Management, clients are provided with a complete range of solutions to help them manage, preserve and transfer their wealth.

Coordinates customer service process for life insurance customers/prospects, in close coordination with the Insurance Advisor. Duties include: responding to inquiries and requests for information; preparing and/or reviewing and analyzing technical documents to assure accuracy and completeness; inputting and maintaining accuracy and completeness of policy management systems and files; assisting in the development and administration of customer service plans and risk financing plan recommendations, and assisting in development of presentations to customers and prospects. Must have experience with complex life insurance products.

Required Qualifications:

  • 2+ years of insurance experience

  • Insurance licenses for designated insurance lines, considering state law restrictions

Desired Qualifications:

  • Basic Microsoft Office skills

  • FINRA registration including Series 6 (or FINRA recognized equivalents)

  • FINRA registration including Series 7 and 63 (or FINRA recognized equivalents)

  • Ability to execute in a fast paced, high demand, environment while balancing multiple priorities

  • Strong attention to detail and accuracy skills

How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psc/PSEA/APPLICANTNW/HRMS/c/HRSHRAMFL.HRSCGSEARCHFL.GBL?Page=HRSAPPJBPST_FL&FOCUS=Applicant&SiteId=1&JobOpeningId=5439033&PostingSeq=1.

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.

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.