Raymond James · 5 months ago
Insurance Planning Consultant
United States
Full-time
Remote
Entry, Mid Level
2+ years expRaymond James is a financial services company that is seeking an Insurance Planning Consultant. The role involves building and maintaining relationships with financial advisors to generate assets, educating them on product benefits, and developing business plans to achieve sales goals.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Responsible for building and maintaining relationships with financial advisors to generate assets within a specific territory
Assists with educating financial advisors 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
Assists with developing and implementing wholesaling business plans for the territory to deliver on sales goals
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
Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing
Manages expense account within allotted budget
Performs other duties and responsibilities as assigned
Qualification
Required
Bachelor's Degree (B.A.) in Finance or related field and a minimum two (2) years of experience in the financial services industry
Any equivalent combination of experience, education, and/or training approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
FINRA Series 7 and the ability to obtain other necessary license within sixty (60) days of hire
Knowledge of fundamental concepts, principles and practices of the securities industry and asset management products
Knowledge of broker/dealer operations
Skill in identifying the needs of customers through effective questioning and listening techniques
Skill in organizing, managing and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Skill in preparing and delivering clear, convincing and professional sales presentations to small and large audiences
Skill in problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner
Skill in analyzing business processes and identifying process improvement opportunities
Skill in operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets
Ability to represent the company in a highly professional manner
Ability to organize, prioritize, and manage tasks and projects to complete work efficiently
Ability to 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
Ability to develop and maintain effective working relationships with team members, internal partners, and external parties
Ability to assimilate and prioritize strategies into operational guidelines
Ability to work independently as well as collaboratively within a team environment
Ability to establish clear directions and priorities
Preferred
Bachelor's: Business Administration
Bachelor's: Marketing
General Experience - 3 to 6 years
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
Company data provided by crunchbase