Annuity and Insurance External Wholesaler II

Job Description Job Summary: Essential Duties and Responsibilities: 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. Knowledge, Skills, and Abilities: Knowledge of: 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. Skill in: 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. Ability to: 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% Educational/Previous Experience Requirements: • Bachelor’s Degree (B.A.) in Finance or related field and a minimum three (3) years of experience in the financial services industry. ~or~ • Any equivalent combination of experience, education, and/or training approved by Human Resources. Licenses/Certifications: • Series 7 required, or the ability to obtain within six months of hire. • Insurance license Required Education Bachelor’s: Business Administration, Bachelor’s: Marketing Work Experience Manager Experience - 13 months to 3 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Up to 75% Workstyle Hybrid At 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. #LI-JM1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.