Raymond James & Associates, Inc., Research Division

External Wholesaler - Producer's Choice Network

Raymond James & Associates, Inc., Research Division(1 month ago)

RemoteFull TimeMedior$89,400 - $119,369 (estimated)Sales
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About this role

A territory wholesaler at Raymond James builds and manages relationships with financial advisors, brokers, and agents to generate sales of financial products across a defined geography. The role operates with significant autonomy and leverages industry knowledge of insurance and securities to drive production and support business growth. It typically requires several years of experience in financial services and familiarity with relevant licenses and exams.

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Required Skills

  • Relationship Building
  • New Business
  • Sales Presentation
  • Territory Management
  • Prospecting
  • Account Management
  • Client Education
  • Communication
  • Problem Solving
  • Process Improvement

Qualifications

  • Bachelor's Degree: Finance
  • Bachelor's Degree: Business Administration
  • Life & Health License
  • SIE
  • FINRA Series 7 (Preferred)

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