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Job Snapshot
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Employee Type:
Full-Time -
Location:
Boston, MA -
Job Type:
-
Experience:
Not Specified -
Date Posted:
11/11/2024
Job Description
Job Summary:
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:
Job Requirements
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%26rsquos 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
Previous Annuity Field Sales Experience Preferred.
Licenses/Certifications:
Insurance license required.
FINRA Series 7 required.
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
