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Job Description
Job Summary:
Producer's Choice Network Insurance Solutions is an Independent Marketing Organization (IMO) owned by Raymond James. 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 financial advisors/brokers and agents to generate required production/sales revenue from Insurance products throughout a given territory. Leads major projects, programs or processes with significant business impact involving cross-functional teams. Influences strategic direction and 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 professionals to generate Annuity, Life Insurance and Asset Based Long Term Care sales within a specific territory.
- Educates financial professionals 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.
- Develops and implements wholesaling business plans for the territory to deliver on sales goals and provides management with suggestions for the development of sales strategies, marketing plans, revenue targets, and profit/loss forecasts.
- Leads and 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.
- Work closely with assigned internal wholesaler support to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing.
- Manage expense account within allotted budget.
- Performs other duties and responsibilities as assigned.
Job Requirements
Knowledge, Skills, and Abilities:
Knowledge of:
- The securities industry, Insurance products, and asset management products.
- Company%26rsquos working structure, policies, mission, and strategies.
- Advanced concepts, principles and practices of assigned functional area.
Skill in:
- Identifying the needs of financial professionals 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:
- Identify and position the products and services brokers use in financial planning.
- Grow a territory as measured by sales and persistency of business.
- 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 three (3) years of experience in the financial services industry.
~or~
Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications:
Series 7 required, or the ability to obtain within six months of hire.
Insurance license 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
