Support the business of financial advisors by developing client pipelines through prospecting, networking, community involvement, centers of influence and developing niches to meets specific marketing and sales goals
Job Summary
Support the business of financial advisors by developing client pipelines through prospecting, networking, community involvement, centers of influence and developing niches to meets specific marketing and sales goals.
Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information.
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.
Matching Summary
Support the business of financial advisors by developing client pipelines through prospecting, networking, community involvement, centers of influence and developing niches to meets specific marketing and sales goals.
Skills & Requirements
Must-have
Client pipeline development
Prospecting and networking
Financial advisor support
Outbound sales calls
Maintain prospect database
Nice-to-have
Community involvement
Develop niches
Client-first focus
Authentic self expression
Key Requirements
Bachelor's degree and 3 years financial services experience