Insurance Planning Consultant

Financial Advisor

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 wirehouses, financial advisors / brokers and agents to generate required production / sales revenue from financial products throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. 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 advisors to generate assets within a specific territory.
• Assists with educating financial advisors 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.
• Assists with developing and implementing wholesaling business plans for the territory to deliver on sales goals.
• 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.
• Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing.
• Manages expense account within allotted budget.
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities :

Educational / Previous Experience Requirements :

Licenses / Certifications :

Education :

Bachelor's : Business Administration, Bachelor's : Marketing

Work Experience :

General Experience - 3 to 6 years

Certifications :

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel : Up to 50%

Workstyle : Remote

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.

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.