Insurance Planning Consultant

5 days ago

Southfield, MI, United States Raymond James Full time

Essential Duties and Responsibilities:

• Responsible for building and maintaining relationships with financial advisors to generate assets within a specific territory.

• Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows.

• Assists with developing and implementing wholesaling business plans for the territory to deliver on sales goals.

• Presents sales activities at weekly wholesaling meetings.

• Maintains wholesaling activity logs and or databases to create and maintain broker profile levels and data on current and proposed sales activity.

• Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing.

• Manages expense account within allotted budget.

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

• Fundamental concepts, principles and practices of the securities industry and asset management products.

• Broker/dealer operations.

Skill in:

• 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.

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

• Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.

• Analyzing business processes and identifying process improvement opportunities.

• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to:

• Represent the company in a highly professional manner.

• Organize, prioritize, and manage tasks and projects to complete work efficiently.

• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.

• Develop and maintain effective working relationships with team members, internal partners, and external parties.

• Assimilate and prioritize strategies into operational guidelines.

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

• Establish clear directions and priorities.

Educational/Previous Experience Requirements:

• Bachelor’s Degree (B.A.) in Finance or related field and a minimum two (2) years of experience in the financial services industry.

~or~

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

Licenses/Certifications:

• SIE required provided that an exemption or grandfathering cannot be applied.

• FINRA Series 7 and the ability to obtain other necessary license within sixty (60) days of hire.

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