Internal Annuity Consultant

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.

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.

Requirements

Knowledge of the securities industry and products; Knowledge of the company's working structure, policies, mission, and strategies; Knowledge of advanced concepts, principles and practices of assigned functional area; Knowledge of broker/dealer operations; Skill in preparing and delivering clear, convincing and professional presentations; Skill in identifying customer needs through effective questioning and listening techniques; Skill in organizing, managing and tracking multiple detailed tasks with frequently changing priorities; Skill in detail orientation; Skill in follow-up to ensure resolution and completion of tasks; Skill in operating standard office equipment and using required software applications; Ability to communicate effectively and professionally, both orally and in writing, with internal and external clients at all organizational levels; Ability to address concerns or challenging questions; Ability to represent RJA in a highly professional manner; Ability to effectively market Raymond James and show resilience through the prospecting process; Ability to work independently as well as collaboratively within a team environment; Ability to take on responsibilities beyond what is required; Ability to be a self-starter; Ability to promote products and be comfortable in a sales environment; Ability to demonstrate high self confidence; Ability to excel in a team environment; 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; General Experience 3 to 6 years; Securities Industry Essentials Exam (SIE) - FINRA

Nice to have

Series 7 License (preferred); Series 6 (preferred); State Insurance Licenses (preferred); Bachelor’s in Business Administration; Bachelor’s in Marketing

Benefits

additional compensation (cash or equity); discretionary bonuses; commissions; medical; dental; vision; life insurance; critical illness insurance; accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); parental leave