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Internal Sales Representative at Raymond James - ApplyBlast

Internal Sales Representative

Raymond James

2 months ago

Saint Petersburg, Florida, United States

Hybrid

Full Time

Junior

0 applicants

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About this role

The Internal Sales Representative will build and nurture relationships with financial advisors, wealth managers, and institutional clients to promote and sell a suite of investment products, including mutual funds, ETFs, model portfolios, and SMAs. The role involves proactive outreach, educating clients on market trends, and tracking sales activity using CRM tools while providing exceptional service.

Responsibilities

Engage financial professionals to promote investment products
Develop and execute territory sales strategies with partners
Track and report sales activity using CRM tools

Skills

Qualifications

S66 - Uniform Combined State Law Examination (FINRA)S7 - General Securities Representative Examination (FINRA)Securities Industry Essentials Exam (SIE) (FINRA)