Raymond James
Portfolio Specialist – Asset Management Service
Saint Petersburg, Florida - United States, USA
Sponsorship not specifiedDetected 1 day ago
CRMSalesCommunication
Stay score
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
Thin sponsorship signal and lottery-bound. A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
Lottery odds assume a STEM candidate.
Personalize to your clock →Community outcomes
No reports yet — be the first to help the next applicant.
About the role
- We are seeking a dynamic and motivated Internal Sales Representative to join our growing Investment Solutions team.
- Your mission: to promote and sell our suite of investment products and solutions that help clients achieve their financial goals.
- Proactively engage with financial professionals via phone, email, virtual meetings and in-person to promote investment products.
Responsibilities
- Partner with external partners to develop and execute territory sales strategies.
- Maintain a deep understanding of our investment offerings, including mutual funds, ETFs, model portfolios & Separately Managed Accounts (SMAs).
- Provide exceptional service and support to clients, ensuring a seamless sales experience.
Requirements
- Bachelor's (Required)
Skills
- Track and report on sales activity using CRM tools.
- Strong communication, presentation, and relationship-building skills.
Compensation
- Competitive base salary + performance-based incentives.
Benefits
- Comprehensive benefits package (health, dental, 401(k), etc.).
- 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.
- This position is eligible for a benefits package that may include medical, dental, and vision
Company info
- Job Description Summary Job Description We are seeking a dynamic and motivated Internal Sales Representative to join our growing Investment Solutions team.
- Opportunities for career advancement within a leading investment firm
Apply directly at Raymond James →Create a free account for alerts like thisView Raymond James immigration profile
This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.