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 broker dealers, wirehouses, independent broker dealers, financial advisors/brokers and agents to generate required production/sales revenue from financial products throughout a given territory. 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. Also assists internally in all aspects of the sales process, including the development of targeted marketing campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities and final presentations of the firm's Asset Management Group (AMG). In addition, this position will assist in the phone coverage of each Region's Financial Advisors as needed.
Essential Duties and Responsibilities:
Knowledge, Skills, and Abilities:
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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