Investment Solutions Account Executive

Raymond James Financial, Inc.; Saint Petersburg (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary + incentives

Comprehensive benefits package

Ongoing training and development

Supportive, high-performance culture

Career advancement opportunities

Job summary

Raymond James Financial, Inc. is seeking a dynamic Internal Sales Representative to join our Investment Solutions team in Saint Petersburg, FL.

You will build and nurture relationships with financial advisors, wealth managers, and institutional clients to promote our investment products and solutions. You will engage by phone, email, and meetings, develop territory strategies, educate clients on market trends, and track activity in our CRM.

Qualifications

• Experience presenting to financial professionals.
• Ability to develop territory sales strategies.
• Strong understanding of investment products and solutions.

Responsibilities

• Proactively engage financial professionals via phone, email, virtual meetings and in-person to promote investment products.
• Partner with external partners to develop and execute territory sales strategies.
• Educate clients on product features, market trends, and portfolio positioning.
• Maintain a deep understanding of investment offerings, including mutual funds, ETFs, model portfolios & Separately Managed Accounts (SMAs).
• Track and report on sales activity using CRM tools.
• Provide exceptional service and support to clients, ensuring a seamless sales experience.

Skills

Communication skills

Relationship building

Sales mindset

Passion for markets

Tools

CRM software

Job description

Raymond James Financial, Inc. is seeking a dynamic Internal Sales Representative to join our Investment Solutions team in Saint Petersburg, FL.

You will build and nurture relationships with financial advisors, wealth managers, and institutional clients to promote our investment products and solutions. You will engage by phone, email, and meetings, develop territory strategies, educate clients on market trends, and track activity in our CRM.