Job Description Summary
Support the sales teams involving the identification of business opportunities, prospecting, scheduling meetings throughout the sales process. Aim for optimizing the use and control of sales effectiveness, and contributing to maximize business opportunities and leverage sales.
Job Description
Job Summary
Under general direction uses specialized knowledge and skills obtained through education and experience to initiate outbound leads, proactively develop affiliations with advisor and/or financial planning professionals/organizations and to recruit advisors to Raymond James Financial divisions. Extensive contact with internal and external customers is required to establish and maintain relationships that lead to creating new business. Act in a professional sales and marketing capacity to help meet firm goals.
Essential Duties and Responsibilities
Knowledge, Skills, and Abilities
Knowledge of
Skill in
Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Ability to
Organize, prioritize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Educational/Previous Experience Requirements
Education/Previous Experience
Travel
Travel Required: Minimal, including semi-annual or annual trips to the Home Office in St. Petersburg, FL.
Education
Bachelor’s: Business Administration, Bachelor’s: Marketing
Work Experience
General Experience - 3 to 6 years
Certifications
Travel
Less than 25%
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.
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