
10,000+ employees
Founded 1962
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Raymond James is a global financial services firm that offers a comprehensive range of investment solutions including wealth management, asset management, and investment banking services. The firm specializes in providing tailored financial planning and investment advice to individuals and institutions, with a focus on retirement planning, estate management, and financial education. Backed by a strong team of financial advisors and industry expertise, Raymond James is committed to helping clients achieve their financial goals through personalized services.
🕒 April 24
🌵 Arizona, Colorado, +3 more states – Remote
💵 $100k - $130k / year
⏰ Full Time
🔴 Lead
💰 Business Development (BDR)
🦅 H1B Visa Sponsor
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10,000+ employees
Founded 1962
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Raymond James is a global financial services firm that offers a comprehensive range of investment solutions including wealth management, asset management, and investment banking services. The firm specializes in providing tailored financial planning and investment advice to individuals and institutions, with a focus on retirement planning, estate management, and financial education. Backed by a strong team of financial advisors and industry expertise, Raymond James is committed to helping clients achieve their financial goals through personalized services.
• Contacts assigned customer accounts or prospects to sell company products • Focus on meeting personal sales targets, new business development, maintaining customer relationships, and troubleshooting specific customer problems • Build and maintain relationships with financial advisors to generate revenue within a specific territory • Identify, qualify and engage with retirement plan specialist advisors in territory • Develop and implement business plans for the territory to deliver on sales goals • Achieve territory sales goals and manage expense account
• Bachelor’s Degree (B.A.) in Finance or related field • minimum two (2) years of experience in the financial services industry • five (5) years of experience in the retirement plan services industry is strongly preferred • any equivalent combination of experience, education, and/or training approved by Human Resources
• medical, dental, and vision • life insurance • critical illness insurance and accident insurance • disability benefits • retirement savings • paid time off (including vacation, holidays, and sick leave) • parental leave
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