Job Description Summary

Supports the One Insurance Solution Team by assisting with sales efforts, advisor outreach, and client service. Collaborates with team members to drive insurance product adoption and streamline advisor engagement.

Job Description

Supports the One Insurance Solution Team by assisting with sales efforts, advisor outreach, and client service. Collaborates with team members to drive insurance product adoption and streamline advisor engagement.

Essential Duties and Responsibilities

• Partner with senior Consultants to grow insurance sales.
• Engage financial advisors via phone and email to promote solutions.
• Assist with case prep, illustrations, and proposal creation.
• Support marketing campaigns and follow-up communications.
• Respond to advisor inquiries and provide product support.
• Contribute to team initiatives and special projects as needed.

Knowledge, Skills, and Abilities

Knowledge of

• Insurance products and distribution channels.
• Internal sales processes and CRM tools.
• Financial advisor workflows and client needs.

Skill in

• Communicating clearly and persuasively with advisors.
• Managing multiple priorities in a fast-paced environment.
• Creating polished presentations and reports.

Ability to

• Build strong relationships with internal and external partners.
• Adapt quickly to changing priorities and business needs.
• Work independently and as part of a collaborative team.
• Demonstrate initiative and a proactive sales mindset.

Educational/Previous Experience Requirements

• Associate’s degree or 1–3 years of experience in financial services or insurance sales support.
• Equivalent combinations of education and experience considered with approval from Human Resources.

Licenses/Certifications

• State insurance licenses (2–14) to be obtained within 3 months of hire.
• SIE required (unless exempt) and Series 7 Required within 9 months of Hire

Travel

• Occasional travel up to 10% may be required.

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

Less than 25%

Workstyle

Hybrid

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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