Investment Solutions Inside Sales Specialist

Raymond James; Saint Petersburg (FL); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Comprehensive benefits

Training & development

Inclusive culture

Career advancement

Job summary

Raymond James is seeking a dynamic Internal Sales Representative to join our Investment Solutions team. You will build and nurture relationships with financial advisors, wealth managers, and institutional clients to promote and sell our investment products and solutions.

Responsibilities include engaging professionals, developing territory strategies, educating clients on features and market trends, and utilizing CRM tools, with a focus on delivering exceptional client service in a hybrid work

Qualifications

• Bachelor’s degree required.
• General experience range: 13 months to 3 years.
• FINRA certifications: s66, Series 7, SIE.

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 and SMAs.
• Track and report on sales activity using CRM tools.
• Provide exceptional service and support to clients, ensuring a seamless sales experience.

Skills

Strong communication

Relationship-building

Self-starter

Presentation

Passion for markets

Education

Bachelor's degree

Job description

Raymond James is seeking a dynamic Internal Sales Representative to join our Investment Solutions team. You will build and nurture relationships with financial advisors, wealth managers, and institutional clients to promote and sell our investment products and solutions.

Responsibilities include engaging professionals, developing territory strategies, educating clients on features and market trends, and utilizing CRM tools, with a focus on delivering exceptional client service in a hybrid work