Raymond James
Internal Wholesaler- Raymond James Investment Management
Saint Petersburg, Florida - United States, USA
Sponsorship not specifiedDetected 1 day ago
ExcelCommunicationPublic Speaking
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odds of building a lasting career here
33Risky
Cap-exempt (no lottery)0
Sponsors this role65
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities, and final presentations.
- Assists in all aspects of the sales process.
Responsibilities
- Performs other duties and responsibilities as assigned.
Requirements
- Associate's Degree (A.A.) in related field and/or one (1) to three (3) years financial industry related experience and/or training
- SIE required provided that an exemption or grandfathering cannot be applied.
- General Experience - 13 months to 3 years
Skills
- Job Description Summary
- In addition, this position will assist in the phone coverage of each Region's Financial Advisors as needed.
Compensation
- The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Benefits
- The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Company info
- Identifying the needs of customers through effective questioning and listening techniques.
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