Dynamic Internal Wholesaler: Sales Support & Campaigns

Raymond James; Florida; Hybrid; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Medical, dental and vision insurance

Retirement savings plan

Paid time off

Zusammenfassung

Raymond James – Internal Wholesaler role in Saint Petersburg, FL supporting Internal and External Wholesalers and Sales Support. You will help develop target market campaigns, contact prospects, schedule meetings, and manage follow-up communications and client service activities across regions.

The position requires 1–3 years in financial services, strong presentation and communication skills, and the ability to manage multiple tasks in a fast-paced environment; hybrid work arrangement.

Qualifikationen

• Associate’s Degree (A.A.) in related field or equivalent experience.
• SIE required; Series 7 within 6 months of hire.
• 1–3 years financial industry experience or training.

Aufgaben

• Assist in all aspects of the sales process and support Internal and External Wholesalers.
• Develop target market campaigns and prospect contact.
• Schedule appointments, follow-up communications, and client service activities.
• Assist in case analysis, presentations, and generating client proposals.

Kenntnisse

Presentation skills

Communication

Time management

Interpersonal skills

Ausbildung

Associate’s Degree in related field

Tools

Mobius

Zephyr

Morningstar reports

Jobbeschreibung

Raymond James – Internal Wholesaler role in Saint Petersburg, FL supporting Internal and External Wholesalers and Sales Support. You will help develop target market campaigns, contact prospects, schedule meetings, and manage follow-up communications and client service activities across regions.

The position requires 1–3 years in financial services, strong presentation and communication skills, and the ability to manage multiple tasks in a fast-paced environment; hybrid work arrangement.