Territory Sales & Events Coordinator (Hybrid)

Raymond James; Philadelphia (Philadelphia County); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Raymond James is seeking a motivated professional to support its internal and external sales team across multiple regions. The role involves handling requests for investment materials, coordinating events, and maintaining the sales database to generate leads.

The candidate should be self-starting, organized, and able to manage evolving tasks while working collaboratively with advisors and the sales team. A bachelor’s degree is preferred and hybrid work is offered.

Qualifications

• Bachelor's degree preferred.
• Experience supporting sales teams in financial services.
• Strong communication and organizational skills.

Responsibilities

• Handle inbound requests for investment information and proposals.
• Coordinate events and manage attendee lists in Salesforce.
• Support internal and external sales teams across regions.
• Maintain sales/referral databases and generate leads.
• Ensure deadlines and company processes are followed.

Skills

Sales experience

Customer service

Excel

Communication

Education

Bachelor's degree

Tools

Salesforce

MS Office

Job description

Raymond James is seeking a motivated professional to support its internal and external sales team across multiple regions. The role involves handling requests for investment materials, coordinating events, and maintaining the sales database to generate leads.

The candidate should be self-starting, organized, and able to manage evolving tasks while working collaboratively with advisors and the sales team. A bachelor’s degree is preferred and hybrid work is offered.