Wells Real Estate Funds Work Values

Daily Duties at Wells Real Estate Funds :

Built and maintained relationships with new and existing financial advisors Promoted and sold Wells’ products Troubleshot Client Service issues with financial advisors Attended broker/dealer conferences to educate financial advisors and promoted Wells Real Estate Funds Invited financial advisors to attend Wells University, entertained them while here, answered questions, lead breakout sessions Listened and gathered information from financial advisors who were not using our product and was able to overcome objections Maintained and updated database as information was gathered related to financial advisors Booked appointments for Regional Vice President (RVP) Booked seminars with financial advisors, send appropriate supplies to seminar location Marketed Wells through conferences, home office visits, and Wells University Built relationships with financial advisors and their staff Worked as an integral part of a regional team to promote Wells Real Estate Funds Helped to create/define the sales coordinator position/duties at Wells Real Estate Funds Trained all sales coordinators hired to fill the original 14 sales regions

What they like about Wells Real Estate Funds :

Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.

Tags

Accomplished at building rapport with clients, excellent persuasive skills, strongly motivated, SalesForce.com. , strong work ethic, Microsoft Word, PowerPoint, Excel; experienced use of Outlook , Adobe Acrobat, securities, Series 7, asset management, portfolio management, equities, Paraplanner, Sales Assistant, Registered Financial Assistant, Series 63, team player

Skills

Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Requirements Analysis & Specification, Leadership , Microsoft Word, Microsoft Excel, Power Point , Outlook, Adobe Acrobat, Siebel databae, Streets and Trips, Internet Exployer, Sales Force.com, Building Rapport with clients, Excellant persuasive skills, strongly motivated, coachable, teachable , exhibit positive attitude, strong work ethic, team player, Goal Oriented

These are some of the questions we asked our climbers about their experiences with Wells Real Estate Funds :