Internal Annuity Consultant
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Job Summary
Job Description Summary
Job Description
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 addition this position will assist in the phone coverage of each Regions 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:
Knowledge of:
The securities industry and products.
Companys working structure policies mission and strategies.
Advanced concepts principles and practices of assigned functional area.
Broker/dealer operations.
Skill in:
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.
Ability to:
Use appropriate interpersonal styles and communicate effectively and professionally both orally and in writing with internal and external clients 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:
Associates 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.
or
Any equivalent combination of experience education and/or training as approved by Human Resources.
Licenses/Certifications:
Series 7 License Series 6 and/or State Insurance Licenses preferred or to be obtained within six (6) months of hire date.
Education
Bachelors: Business Administration Bachelors: MarketingWork Experience
General Experience - 3 to 6 yearsCertifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)Travel
Less than 25%Workstyle
HybridThe total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity) discretionary bonuses or commissions. This position is eligible for a benefits package that may include medical dental and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation holidays and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered visit .
At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms 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.
Required Experience:
Contract
About Company
A full-service financial firm where progress is driven by connection, delivering extensive wealth management, banking and capital markets capabilities to help clients, institutions and communities reach their goals.
