Hybrid Wholesaler - One Insurance Solutions

Raymond James; Troy (MI); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Retirement savings

Paid time off

Job summary

Raymond James is seeking a Hybrid Wholesaler to boost the One Insurance Solution platform's growth by integrating inside sales and external advisor engagement. This role involves partnering with senior Consultants to enhance insurance adoption and developing sales strategies throughout the territory.

The ideal candidate will have 3–6+ years of experience in financial services, strong consultative selling abilities, and be comfortable engaging with financial advisors both virtually and in-person.

Qualifications

• 3–6+ years of experience in financial services, insurance sales, or wholesaling.
• Prior experience in internal wholesaling or advisor‑facing roles strongly preferred.
• State Insurance Licenses required.

Responsibilities

• Develop and execute territory-level sales strategies.
• Engage financial advisors via phone, email, and in-person meetings.
• Travel within assigned territory (25–50%) to strengthen advisor relationships.

Skills

Building and maintaining strong advisor relationships

Consultative selling

Managing a territory

Delivering polished presentations

Education

Bachelor’s degree in Business, Marketing, or a related field

Tools

CRM systems

Sales processes

Job description

Job Description Summary

The Hybrid Wholesaler supports the growth of the One Insurance Solution platform by combining inside sales responsibilities with external advisor engagement. This role partners closely with senior Consultants and field leaders to drive insurance adoption, deepen advisor relationships, and deliver comprehensive sales support both virtually and in-person.

Essential Duties and Responsibilities

• Partner with senior Consultants to develop and execute territory-level sales strategies.
• Proactively engage financial advisors via phone, email, and in-person meetings to promote insurance solutions.
• Travel within assigned territory (25–50%) to strengthen advisor relationships and support business development efforts.
• Deliver product positioning, case design guidance, and sales ideas tailored to advisor client needs.
• Prepare and present illustrations, proposals, and point-of-sale materials.
• Support and follow up on marketing campaigns, seminars, and advisor events.
• Respond to advisor inquiries and provide advanced product and case support.
• Maintain consistent activity tracking and pipeline management within CRM tools.
• Collaborate with internal partners to streamline processes and improve advisor experience.
• Contribute to strategic initiatives, training efforts, and continuous improvement of the sales platform.

Knowledge

• Insurance products, advanced case design, and distribution channels.
• Sales processes, CRM systems, and pipeline management.
• Financial advisor practices, client segmentation, and planning needs.

Skill

• Building and maintaining strong advisor relationships (both virtual and in-person).
• Consultative selling and influencing decision‑making.
• Managing a territory and prioritizing opportunities effectively.
• Delivering polished presentations and product positioning.

Ability

• Independently drive results while collaborating with a broader sales team.
• Adapt messaging and strategies based on advisor sophistication and needs.
• Balance internal responsibilities with external travel and engagement.
• Demonstrate a proactive, growth‑oriented sales mindset.

Educational & Experience Requirements

• Bachelor’s degree in Business, Marketing, or a related field preferred.
• 3–6+ years of experience in financial services, insurance sales, or wholesaling.
• Prior experience in internal wholesaling or advisor‑facing roles strongly preferred.
• Equivalent combinations of education and experience considered with approval from Human Resources.

Licenses & Certifications

• State Insurance Licenses required.
• Series 7 required at time of hire or within a designated timeframe.

Travel

Up to 50%.

Workstyle

Hybrid.

Compensation and Benefits

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

Equal Opportunity Employers

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.