Sales Development Associate- Atlanta, GA jobs in United States
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Raymond James · 5 days ago

Sales Development Associate- Atlanta, GA

positionAtlanta, Georgia - United States
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

Raymond James is a financial services company seeking a Sales Development Associate to support financial advisors by developing client pipelines. The role involves initiating sales calls, maintaining a prospect database, and participating in marketing programs to drive sales goals.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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Growth Opportunities

Responsibilities

Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information
Participates in professional organizations and activities to expand network of business contacts
Establishes and maintains a prospect database
Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals
Assists in developing product oriented positioning documents, product profiles, competitive analysis and other content for web sites, marketing materials and seminars
Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies for assigned products
Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for assigned products
Participates in advisor and client seminars, product road shows, branch presentations, conference calls, point of sale support, and other sales functions on behalf of the financial advisors
Executes business development strategies on behalf of the branch
Gathers information and data on prospects to be used in the sales process
Follows-up with financial advisors to ensure high quality service delivery
Performs other duties and responsibilities as assigned

Qualification

Financial services experienceSales experienceMarketing experienceSIE certificationSeries 7 certificationBachelor's degreeNetworking skillsClient relationship management

Required

Bachelor's degree and three years' experience in the financial services industry, preferably including related experience in marketing or sales in a financial planning, investment management or other financial services environment
An equivalent combination of experience, education and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
Series 7
Bachelor's: Accounting
Bachelor's: Business Administration
Bachelor's: Finance
General Experience - 4 to 6 months
s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA)
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Company

Raymond James

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Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
dateFounded in 1962
location
Atlanta, Georgia, USA
people-size10001+ employees
web-link
http://www.raymondjames.com

Funding

Current Stage
Public Company
Total Funding
$1.5B
2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO

Leadership Team

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Paul Shoukry
Chief Executive Officer
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James Sickling
COO - Fixed Income
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Recent News

PR Newswire
Raymond James, Comcast, and Gentex to Deliver Keynotes at Parks Associates' 30th CONNECTIONS™: The Premier Connected Home Conference in Santa Clara, May 5-7
2026-01-22
Private Banker International
Raymond James to acquire Clark Capital Management
2026-01-17
thefly.com
Raymond James to acquire Clark Capital Management Group, terms not disclosed
2026-01-16
Company data provided by crunchbase