Internal Consultant Annuities

Job Description Summary

Job Description

Supports the One Insurance Solution Team by assisting with sales efforts advisor outreach and client service. Collaborates with team members to drive insurance product adoption and streamline advisor engagement.

Essential Duties and Responsibilities

• Partner with senior Consultants to grow insurance sales.

• Engage financial advisors via phone and email to promote solutions.

• Assist with case prep illustrations and proposal creation.

• Support marketing campaigns and follow-up communications.

• Respond to advisor inquiries and provide product support.

• Contribute to team initiatives and special projects as needed.

Knowledge Skills and Abilities

Knowledge of

• Insurance products and distribution channels.

• Internal sales processes and CRM tools.

• Financial advisor workflows and client needs.

Skill in

• Communicating clearly and persuasively with advisors.

• Managing multiple priorities in a fast-paced environment.

• Creating polished presentations and reports.

Ability to

• Build strong relationships with internal and external partners.

• Adapt quickly to changing priorities and business needs.

• Work independently and as part of a collaborative team.

• Demonstrate initiative and a proactive sales mindset.

Educational/Previous Experience Requirements

• Associates degree or 13 years of experience in financial services or insurance sales support.

• Equivalent combinations of education and experience considered with approval from Human Resources.

Licenses/Certifications

• State Insurance Licenses required.

• Series 7 Required within 9 months of Hire

Education

Work Experience

Certifications

Travel

Workstyle

The 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.