Job Description
**Essential Duties and Responsibilities:**
+ Responsible for building and maintaining relationships with financial advisors to generate revenue within a specific territory.
+ Identify, qualify and engage with retirement plan specialist advisors in territory.
+ Build mutually beneficial, long-term business relationships with retirement plan specialist advisors in territory.
+ Assists with educating financial advisors on the benefits of offered services for their clients through individual or group meetings presentations, including branch visits, seminars, and conferences/trade shows.
+ Developing and implementing business plans for the territory to deliver on sales goals.
+ Presents sales activities at weekly meetings.
+ Maintains activity logs using Salesforce to create and maintain financial advisor profile levels and data on current and proposed sales activity.
+ Achieve territory sales goals.
+ Manages expense account within allotted budget.
+ Per...
+ Responsible for building and maintaining relationships with financial advisors to generate revenue within a specific territory.
+ Identify, qualify and engage with retirement plan specialist advisors in territory.
+ Build mutually beneficial, long-term business relationships with retirement plan specialist advisors in territory.
+ Assists with educating financial advisors on the benefits of offered services for their clients through individual or group meetings presentations, including branch visits, seminars, and conferences/trade shows.
+ Developing and implementing business plans for the territory to deliver on sales goals.
+ Presents sales activities at weekly meetings.
+ Maintains activity logs using Salesforce to create and maintain financial advisor profile levels and data on current and proposed sales activity.
+ Achieve territory sales goals.
+ Manages expense account within allotted budget.
+ Per...
Ready to Apply?
Take the next step in your AI career. Submit your application to Raymond James Financial, Inc. today.
Submit Application