Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers II / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities and final presentations. In addition, this position will assist in the phone coverage of each Region’s Financial Advisors as needed.
Essential Duties and Responsibilities:
• Assists in all aspects of the sales process.
• Works with Senior Wholesalers to generate new business and increase sales.
• Communicates to Financial Advisors in other regions and introduce products both in person and by phone.
• Assists in case analysis and presentation.
• Assists in the creation of client proposals, investment policy statements, Mobius, Zephyr and Morningstar reports, etc. as needed.
• Assists in supporting marketing campaigns by organizing and implementing telephone calls and mailings.
• Responds to requests from Financial Advisors who need assistance in selling products.
• Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities:
•The securities industry and products.
•Company’s working structure, policies, mission, and strategies.
•Advanced concepts, principles and practices of assigned functional area.
•Preparing and delivering clear, convincing and professional presentations to small and large audiences.
•Identifying the needs of customers 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.
•Detail orientation to ensure quality standards are met without impairing workflow.
•Follow-up to ensure resolution and completion of tasks.
•Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication and spreadsheets.
•Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with internal and external client’s at all organizational levels, and with all levels of expertise in the securities industry, to accomplish objectives.
•Effectively address concerns or challenging questions when they arise.
•Represent RJA in a highly professional manner.
•Effectively market Raymond James and show resilience through the prospecting process.
•Work independently as well as collaboratively within a team environment.
•Take on responsibilities beyond what is required; volunteers to take on new assignments.
•Exhibit tendencies to be a self-starter and not wait for signals.
•Promote products and be comfortable in a sales environment.
•Demonstrate high self confidence.
•Excel in a team environment.
Educational/Previous Experience Requirements:
•Associate’s Degree (A.A.) in related field and/or one (1) to three (3) years financial industry related experience and/or training; or equivalent of education and experience.
•Any equivalent combination of experience, education, and/or training as approved by Human Resources.
•SIE required provided that an exemption or grandfathering cannot be applied.
•Series 7 License, Series 63, and/or State Insurance Licenses 2 – 14, to be obtained within six (6) months of hire date.
For more information
about Raymond James Insurance Product and Producers Choice Network, please
Founded in 1999,
Producers Choice is a Michigan-based marketing company providing comprehensive
pre-sale and post-sale support that is designed to fit the unique needs of a
financial advisor’s business. Producers Choice has been an approved partner
with Raymond James since 2006 assisting with life insurance and fixed and
indexed annuities sales. Raymond James purchased Producers Choice on
August 1st, 2015.
Founded in 1962 and a
public company since 1983, Raymond James 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 6,200 financial advisors serving more than 2.5 million accounts
in approximately 2,500 locations throughout the United States, Canada and
overseas. In addition, total client assets are approximately $454
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.