Internal Wholesaler: Sales Support & Campaigns

Raymond James; Florida, United States, Northern America, Americas; Hybrid; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Retirement Plan

Paid Time Off

Job summary

Raymond James Investment Management seeks an Internal Wholesaler in Saint Petersburg, FL. Under limited direction, you will support Internal and External Wholesalers and Sales Support, helping develop target market campaigns, reach out to Financial Advisors, schedule appointments and prepare client presentations.

You will assist with case analysis, proposals, and marketing campaigns, handle regional phone coverage, and communicate with advisors in other regions.

Qualifications

• Associate degree and/or 1–3 years of financial industry experience.
• SIE required; Series 7 to be obtained within six months of hire.

Responsibilities

• Assist in all aspects of the sales process and support Internal/External Wholesalers.
• Collaborate with Senior Wholesalers to generate new business and campaigns.
• Contact Financial Advisors across regions to introduce products and set appointments.
• Assist in case analysis, proposals, and marketing campaigns.

Skills

Sales support

Presentations

Communication

Teamwork

Organization

Education

Associate’s Degree

High School Diploma

Job description

Raymond James Investment Management seeks an Internal Wholesaler in Saint Petersburg, FL. Under limited direction, you will support Internal and External Wholesalers and Sales Support, helping develop target market campaigns, reach out to Financial Advisors, schedule appointments and prepare client presentations.

You will assist with case analysis, proposals, and marketing campaigns, handle regional phone coverage, and communicate with advisors in other regions.