External Wholesaler - Raymond James Investment Management - Remote - MA / CT
Core
Build and maintain relationships with financial advisors and brokers to generate assets and sales revenue for financial products within a specific territory.
Role type
Senior IC external wholesaler (financial services)
Builds
Financial products and services for advisors' clients
Domain
Financial services / Asset management
Required skills
Relationship building, sales presentations, territory planning, lead generation, expense management, securities industry knowledge, broker/dealer operations
Preferred skills
None stated
Technologies
Standard office equipment, required software applications
Responsibilities
Build and maintain relationships with financial advisors to generate assets; Educate advisors on product benefits via meetings and seminars; Develop and implement wholesaling business plans; Present sales activities at weekly meetings; Maintain wholesaling activity logs and databases; Collaborate with internal wholesalers to deliver sales goals; Manage expense account within budget.
Seniority
Mid-level, hands-on IC