Internal Wholesaler: Life, LTC and DI

Job Description Summary

Job Description

Will support an external wholesaler in defined states and inside a defined region alongside a team of other internal wholesalers. Will use their skills to assist external wholesaler in providing support for life insurance, disability insurance and long term care insurance for advisors in the territory. Will also be responsible for running illustrations, presenting sales ideas, making proactive calls and assisting in growing advisor adoption in the region.

Essential Duties and Responsibilities

• Run life, disability, and LTC illustrations and/or assist with ordering IFLs.

• Assists in aspects of the sales process, including doing advisor and client meetings.

• Schedules appointments for External Wholesalers and/or Internal Wholesalers.

• Supports External Wholesaler with organization of marketing campaigns.

• Acts as point of contact for assigned region by providing phone coverage and email support.

• Will partake in proactive activities to create more insurance business inside the footprint.

• Performs other duties and responsibilities as assigned.

Knowledge of

• The insurance industry, products and carriers.

• Use of illustration software including Winflex and Ensight.

• Understanding of basic insurance concepts: term, permanent, Universal Life, Whole Life, Asset Based LTC, etc

• General understanding of disability coverage and long term care coverage including asset based LTC.

Skill in

• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

• Detail orientation to ensure quality standards are met without impairing workflow.

• Identifying the needs of customers through effective questioning and listening techniques.

• Follow-up to ensure resolution and completion of tasks.

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication and spreadsheets. (Outlook, Word, Excel, CRM)

Ability to

• Represent Raymond James in a highly professional manner.

• Work independently as well as collaboratively within a team environment.

• Take on responsibilities beyond what is required; volunteers to take on new assignments.

• Exhibit tendencies to be a self-starter and not wait for signals.

• Promote products and be comfortable in a sales environment.

• Demonstrate high self-confidence.

• Excel in a team environment.

Education/Previous Experience

• Associate's Degree in related field and 3 to 10 years related insurance experience in the financial services industry.

• OR ~

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• Life and Health (2-15) to be acquired within (3) months of hire date.

• SIE and Series 7 License Preferred or to be obtained within six (9) months of hire date.

• Additional licenses as required by roles functions to be obtained within six (9) months of hire date.

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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