Support Consultant

4 weeks ago

Troy, United States Raymond James Financial Incorporated Full time
Job Summary:

Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers II / External Wholesalers and the Sales staff. Assist the Sales team in all aspects of the sales process, including target market campaigns, follow-up communications, client service activities and final presentations. In addition, this position will assist in the phone coverage for the sales team as needed.

Essential Duties and Responsibilities:

  • Assists in all aspects of the sales process, onboarding, and administrative duties.
  • Assists in creating proposals, client proposals, online app entry, and presale paperwork.
  • Maintains and assists with website logins and works with the marketing team to help keep website and technology up to date.
  • Coordinates events and proactively calls for event attendance.
  • Create and implement new processes to increase efficiency.
  • Assists in supporting marketing campaigns by organizing and implementing telephone calls and mailings.
  • Responds to requests from Financial Advisors who need assistance in selling products.
  • Assist in CRM maintenance and reporting.
  • Perform other duties as assigned.


Qualifications:

Knowledge, Skills, and Abilities:

Knowledge of:

• The financial services industry and products.

• Company's working structure, policies, mission, and strategies.

• Advanced concepts, principles and practices of assigned functional area.

Skill in:

• Preparing and delivering clear, convincing and professional presentations to small and large audiences.

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

• 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.

• 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, Excel, PowerPoint, ZOOM, Microsoft 365, Team

Ability to:

• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with internal and external client's at all organizational levels, and with all levels of expertise to accomplish objectives.

• Effectively address concerns or challenging questions when they arise.

• Represent Producer's Choice Networks (PCN) in a highly professional manner.

• Effectively market PCN and show resilience.

• 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.

• Demonstrate high self confidence.

• Excel in a team environment.

Educational/Previous Experience Requirements:

• Associate's Degree (A.A.) in related field and/or one (1) to three (3) years financial industry related experience and/or training; or equivalent of education and experience.

~or~

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

Licenses/Certifications:

• Obtain Life and Health Insurance licenses within 12 months of hire.

Raymond James Guiding Behaviors

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 outcome

• 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

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