Internal Wholesaler: Life, LTC and DI

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 the 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 long‑term care (LTC) illustrations and/or assist with ordering illustration factor licenses (IFLs). Assist in aspects of the sales process, including advisor and client meetings. Schedule appointments for external and internal wholesalers. Support the external wholesaler with organization of marketing campaigns. Act as point of contact for assigned region by providing phone coverage and email support. Participate in proactive activities to create more insurance business inside the footprint. Perform other duties and responsibilities as assigned. Knowledge Insurance industry, products, and carriers. Proficiency with illustration software (WinFlex, Ensight). 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. Skills Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast‑paced environment. Detail orientation to ensure quality standards are met. Identify customer needs through effective questioning and listening techniques. Follow‑up to ensure resolution and completion of tasks. Operate standard office equipment and use required software applications (Outlook, Word, Excel, CRM). Abilities Represent Raymond James in a highly professional manner. Work independently and collaboratively within a team environment. Take on responsibilities beyond what is required; volunteer for new assignments. Be a self‑starter, not waiting for signals. Promote products and be comfortable in a sales environment. Demonstrate high self‑confidence. Excel in a team environment. Education and Experience Associate's degree in a related field and 3 to 10 years related insurance experience in the financial services industry, or an equivalent combination of experience, education, and/or training approved by Human Resources. Licenses and Certifications Life and Health licenses (2–15) to be acquired within 3 months of hire date. Securities Industry Essentials (SIE) and Series 7 preferred or to be obtained within 9 months of hire date. Additional licenses as required by role functions to be obtained within 9 months of hire date. Compensation and Benefits The total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, vision, life insurance, critical illness, accident insurance, disability benefits, retirement savings, and paid time off (vacation, holidays, sick leave) and parental leave. Other Information Travel: less than 25% Workstyle: hybrid Equal‑Opportunity Statement The Company is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr Raymond James