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Raymond James · 1 day ago

External Wholesaler - Producer's Choice Network

United States

Full-time

Remote

Mid, Senior Level

3+ years exp

Raymond James is a financial services firm looking for an External Wholesaler to manage relationships with financial advisors and brokers. The role focuses on generating sales revenue through new business development and maintaining customer relationships while leading projects that have significant business impact.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Responsible for recruiting, building, and maintaining relationships with financial professionals

Assists with educating financial professionals on the benefits of offered products and services for their clients through individual or group meetings, presentations, including in person 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

Sales experienceFinancial products knowledgeLife & Health LicenseSecurities Industry Essentials ExamCustomer relationship managementProblem-solvingPresentation skillsOrganizational skillsInterpersonal skillsTeam collaborationEffective communication