Job Description Summary

Supports financial advisors with economic, financial or statistical research, analysis, and marketing strategies for use in the development of business strategies and tactics to help new and existing Financial Advisors meet sales goals. Assists the business of financial advisors by developing client pipelines through prospecting, networking, community involvement, centers of influence with high levels of communication and customer service.

Job Description

Responsibilities:

• Set clear objectives for each sales call or meeting; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
• Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.
• Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
• Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
• Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
• Deliver support services (mostly of a routine nature) by using business development systems and protocols designed to create long-term value for the organization and its customers, markets, and relationships.

Skills:

• Works without supervision and provides technical guidance when required to orient the seller's organization around delivering to the key needs of their customers.
• Works without supervision and provides technical guidance when required to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.
• Works without supervision and provides technical guidance when required to acknowledge a client's indifference and gain agreement from the client to discover the root causes of resistance.
• Works without supervision and provides technical guidance when required to quickly and accurately define the needs of the key buying influencers.
• Works without supervision and provides technical guidance when required to articulate the customer needs in the customer's business language and business context.
• Works with guidance (but not constant supervision) to articulate why a client does or does not want a change based on their business objectives and challenges.
• Works with guidance (but not constant supervision) to accurately identify and understand the key buying influences pertaining to an opportunity.
• Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.
• Works with full competence to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works without supervision and may provide technical guidance.
• Works without supervision and provides technical guidance when required to uncover clients’ explicit needs and/or unforeseen opportunities and challenges.
• Works with full competence to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works without supervision and may provide technical guidance.
• Works with guidance (but not constant supervision) to quickly and effectively establish trust within the buying centers in the client’s organization.
• Works with guidance (but not constant supervision) to acknowledge and ask questions to understand the circumstances surrounding client indifference.
• Works with guidance (but not constant supervision) to manage client accounts in a way that provides benefits both for the organization and its clients.
• Works without supervision and provides technical guidance when required to ask questions that encourage the client to talk openly about their key objectives and challenges.
• Works without supervision and provides technical guidance when required to carefully prepare for client interactions using established frameworks.
• Applies understanding of the business environment and objectives to develop solutions with guidance but not constant supervision.
• Conducts research and analyzes data with guidance (but not constant supervision) in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.
• Works with guidance (but not constant supervision) to spend the appropriate time for the size and potential of each opportunity.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 4 to 6 months

Certifications

s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

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.