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Raymond James · 3 days ago

External Wholesaler - Raymond James Investment Management / Bilingual, Advanced Spanish

Florida, United States

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Raymond James is a financial services firm that focuses on client-first values and integrity. The External Wholesaler will manage relationships with financial advisors and generate sales revenue from financial products while leading projects and developing strategic plans.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

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

Financial services experienceSecurities industry knowledgeSales presentationsRelationship managementBilingual SpanishProblem solvingProcess improvementOffice software proficiencyInterpersonal communicationOrganizational skillsTeam collaborationProject management