External Annuities Wholesaler I - GA, AL, MS, & LA Territories

Raymond James Financial in Atlanta, GA

  • Industry: Sales - Sales - Wholesaler/Manufacturer
  • Type: Full Time
  • $67,646.67 - 156,390.00
position filled
Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional wirehouses, financial advisors/brokers and agents to generate required production/sales revenue from financial products throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for the company.
**Essential Duties and Responsibilities:**
+ Responsible for building and maintaining relationships with financial advisors to generate assets within a specific territory.
+ Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows.
+ Assists with developing and implementing wholesaling business plans for the territory to deliver on sales goals.
+ Presents sales activities at weekly wholesaling meetings.
+ Maintains wholesaling activity logs and or databases to create and maintain broker profile levels and data on current and proposed sales activity.
+ Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing.
+ Manages expense account within allotted budget.
+ Performs other duties and responsibilities as assigned.
**Knowledge, Skills, and Abilities:**
**Knowledge of:**
+ Fundamental concepts, principles and practices of the securities industry and asset management products.
+ Broker/dealer operations.
**Skill in:**
+ Identifying the needs of customers through effective questioning and listening techniques.
+ Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
+ Preparing and delivering clear, convincing and professional sales presentations to small and large audiences.
+ Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
+ Analyzing business processes and identifying process improvement opportunities.
+ Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
**Ability to:**
+ Represent the company in a highly professional manner.
+ Organize, prioritize, and manage tasks and projects to complete work efficiently.
+ Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
+ Develop and maintain effective working relationships with team members, internal partners, and external parties.
+ Assimilate and prioritize strategies into operational guidelines.
+ Work independently as well as collaboratively within a team environment.
+ Establish clear directions and priorities.
**Educational/Previous Experience Requirements:**
Bachelor's Degree (B.A.) in Finance or related field and a minimum two (2) years of experience in the financial services industry.
~or~
Any equivalent combination of experience, education, and/or training approved by Human Resources.
**Licenses/Certifications:**
FINRA Series 7 and the ability to obtain other necessary license within sixty (60) days of hire.
For more information about Raymond James Insurance Product and Producers Choice Network, please visit: roducerschoicenetwork.com/
**_About Producers Choice:_**
_Founded in 1999, Producers Choice is a Michigan-based marketing company providing comprehensive pre-sale and post-sale support that is designed to fit the unique needs of a financial advisors business. Producers Choice has been an approved partner with Raymond James since 2006 assisting with life insurance and fixed and indexed annuities sales. Raymond James purchased Producers Choice on August 1_ _st_ _, 2015._
**_About Raymond James:_**
_Founded in 1962 and a public company since 1983, Raymond James is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF)._
_Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 6,200 financial advisors serving more than 2.5 million accounts in approximately 2,500 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $454 billion._
_Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts._
**Job:** _Business Development_
**Organization:** _Private Client Group_
**Title:** _External Annuities Wholesaler I - GA, AL, MS, & LA Territories_
**Location:** _GA-Atlanta-Atlanta_
**Requisition ID:** _2000177_
**Other Locations:** _US-GA-Atlanta-Atlanta, US-AL-Birmingham-Birmingham_
Associated topics: call center, commission, client, insurance sales, lead sales agent, life insurance agent, outside sales, phone, retail, sales position

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