Proactively engage with financial professionals via phone, email, virtual meetings and in-person to promote investment products.
Partner with external partners to develop and execute territory sales strategies.
Educate clients on product features, market trends, and portfolio positioning.
Maintain a deep understanding of our investment offerings, including mutual funds, ETFs, model portfolios & Separately Managed Accounts (SMAs).
Track and report on sales activity using CRM tools.
Provide exceptional service and support to clients, ensuring a seamless sales experience.
Skill in:
Strong communication, presentation, and relationship-building skills.
Passion for financial markets and investment strategies.
Self-starter with a collaborative mindset and goal-oriented attitude.
Benefits
Competitive base salary + performance-based incentives.Comprehensive benefits package (health, dental, 401(k), etc.).Ongoing training and professional development.A supportive, inclusive, and high-performance culture.Opportunities for career advancement within a leading investment firmEducationBachelor's (Required)Work ExperienceGeneral Experience - 13 months to 3 yearsCertificationss66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)TravelLess than 25%WorkstyleHybridAt 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 sameWork with and through others to achieve desired outcomesMake prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matterContribute to the continuous evolution of the firmHealth insuranceDental insuranceVision insurance401(k)Paid time offEquity / stock optionsPerformance bonusParental leave
Additional Information
Job Description Summary
Job Description
We are seeking a dynamic and motivated Internal Sales Representative to join our growing Investment Solutions team. In this role, you will be the driving force behind building and nurturing relationships with financial advisors, wealth managers, and institutional clients. Your mission: to promote and sell our suite of investment products and solutions that help clients achieve their financial goals.
Raymondjames · Saint Petersburg, Florida - United States