Job Description
Job Summary:
- Responsible for building and maintaining relationships with financial professionals to generate Annuity, Life Insurance and Asset Based Long Term Care sales within a specific territory.
- Educates financial professionals on the benefits of offered products and services for their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows.
- Develops and implements wholesaling business plans for the territory to deliver on sales goals and provides management with suggestions for the development of sales strategies, marketing plans, revenue targets, and profit/loss forecasts.
- Leads and presents sales activities at weekly wholesaling meetings.
- Maintains wholesaling activity logs and or databases to create and maintain broker profile levels and data on current and proposed sales activity.
- Work closely with assigned internal wholesaler support to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing.
- Manage expense account within allotted budget.
- Performs other duties and responsibilities as assigned.
- The securities industry, Insurance products, and asset management products.
- Company’s working structure, policies, mission, and strategies.
- Advanced concepts, principles and practices of assigned functional area.
- Identifying the needs of financial professionals through effective questioning and listening techniques.
- Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
- Preparing and delivering clear, convincing and professional sales presentations to small and large audiences.
- Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
- Analyzing business processes and identifying process improvement opportunities.
- Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
- Identify and position the products and services brokers use in financial planning.
- Grow a territory as measured by sales and persistency of business.
- Represent the company in a highly professional manner
- Organize, prioritize, and manage tasks and projects to complete work efficiently.
- Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
- Develop and maintain effective working relationships with team members, internal partners, and external parties.
- Assimilate and prioritize strategies into operational guidelines.
- Work independently as well as collaboratively within a team environment.
- Establish clear directions and priorities
- Travel up to 75%
Education
Bachelor’s: Business Administration, Bachelor’s: MarketingWork Experience
Manager Experience - 13 months to 3 yearsCertifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)Travel
Up to 75%Workstyle
HybridAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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What We Do
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
