Director, Business Development

🕒 April 24

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Logo of Raymond James

Raymond James

10,000+ employees

Founded 1962

💸 Finance

Finance • Wealth Management • Investment Banking

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.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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