External Wholesaler - Raymond James Investment Management - Remote /Louisiana
Core
Generate assets and sales revenue by building relationships with financial advisors and brokers in a specific territory.
Role type
Senior IC external wholesaler (financial services)
Builds
Sales pipelines and asset growth for financial products
Domain
Financial services / Asset management
Deliverable
client delivery
Required skills
relationship building, sales presentations, territory canvassing, lead generation, expense management, securities industry knowledge, broker/dealer operations
Preferred skills
process improvement, strategic planning
Technologies
standard office equipment, required software applications
Responsibilities
build and maintain relationships with financial advisors to generate assets, educate advisors on product benefits, develop and implement wholesaling business plans, present sales activities at meetings, maintain activity logs and databases, work with internal partners to deliver sales goals
Seniority
Mid-Senior, hands-on IC