Will support an external wholesaler in defined states and inside a defined region alongside a team of other internal wholesalers. Will use their skills to assist external wholesaler in providing support for life insurance, disability insurance and long term care insurance for advisors in the territory. Will also be responsible for running illustrations, presenting sales ideas, making proactive calls and assisting in growing advisor adoption in the region.
Run life, disability, and LTC illustrations and/or assist with ordering IFLs.
Assists in aspects of the sales process, including doing advisor and client meetings.
Schedules appointments for External Wholesalers and/or Internal Wholesalers.
Supports External Wholesaler with organization of marketing campaigns.
Acts as point of contact for assigned region by providing phone coverage and email support.
Will partake in proactive activities to create more insurance business inside the footprint.
Performs other duties and responsibilities as assigned.
The insurance industry, products and carriers.
Use of illustration software including Winflex and Ensight.
Understanding of basic insurance concepts: term, permanent, Universal Life, Whole Life, Asset Based LTC, etc
General understanding of disability coverage and long term care coverage including asset based LTC.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Detail orientation to ensure quality standards are met without impairing workflow.
Identifying the needs of customers through effective questioning and listening techniques.
Follow-up to ensure resolution and completion of tasks.
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication and spreadsheets. (Outlook, Word, Excel, CRM)
Represent Raymond James in a highly professional manner.
Work independently as well as collaboratively within a team environment.
Take on responsibilities beyond what is required; volunteers to take on new assignments.
Exhibit tendencies to be a self-starter and not wait for signals.
Promote products and be comfortable in a sales environment.
Demonstrate high self-confidence.
Excel in a team environment.
Associate's Degree in related field and 3 to 10 years related insurance experience in the financial services industry.
OR ~
Any equivalent combination of experience, education, and/or training approved by Human Resources.
Life and Health (2-15) to be acquired within (3) months of hire date.
SIE and Series 7 License Preferred or to be obtained within six (9) months of hire date.
Additional licenses as required by roles functions to be obtained within six (9) months of hire date.
Bachelor's: Business Administration, Bachelor's: Marketing
General Experience - 3 to 6 years
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Less than 25%
Hybrid
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Raymond James Financial...About the Team The Corporate Communications teamis responsible fordefining, articulating, and creatively expressing our company brand... ...such as Public Relations , Corporate Responsibility, Internal Communications, and Investor Relations. We are an AI-forward...
...Job Description Job Description Entry-Level Outside Sales Representative Location: Field-Based/Remote (Travel in Territory) Compensation: Commission-Based ($65K$85K Avg/Year) Optional Base Draw + Uncapped Opportunity Are you someone who does what others won...
...Description Summary: In collaboration with the U. S. Department of Defense (DoD), the CHRISTUS Health SkillBridge Internship Program provides military service members who are within 180 days of separation from military service, with opportunities in a variety of...
...the most up-to-date details during the hiring process. How you'll make an impact in this role Streamline patient scheduling and registration with high data accuracy. Manage insurance pre-certifications and demographic verification efficiently. Optimize...
Job Description The Food Service Worker will assist the manager with food/meal preparation; maintain cash receipts and meal records. Assist manager in completing daily reports. Maintain high standards of quality in food production, sanitation, and kitchen safety practices...