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Raymond James Financial, Inc.

Senior Sales Support Specialist

Raymond James Financial, Inc. - Saint Petersburg, FL

Senior Sales Support Specialist','1703756','!*!Job Summary:

Under general supervision, provides support and assistance to Financial Advisors regarding annuity sales, annuity products and policy service needs consistent with department policy guidelines and procedures.

Essential Duties and Responsibilities:

• Provides sales and marketing support to all Financial Advisors, applicants and clients.

• Creates and maintains product specific information in designated systems and web pages.

• Provides Intranet and company procedures training to Financial Advisors via the telephone.

• May assist with training new associates.

• Researches and provides resolution to contract specific questions and business issues and facilitates finding alternate solutions.

• Prepares and/or reviews required letters, memos and documents.

• Maintains a variety of data files and records.

• Performs other duties and responsibilities as assigned.','!*!Knowledge, Skills, and Abilities:

Knowledge of:

• Principles, practices, and procedures of commonly-used concepts that govern personal life insurance and/or annuities.

Skill in:

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

• Math aptitude and a high level of detail orientation.

Ability to:

• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

• Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.

• Effectively gather all relevant information in order to analyze and research business issues in order to make decisions.

Educational/Previous Experience Requirements:

• High School Diploma or equivalent and a minimum of three (3) years customer service experience preferred.

~or~

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

Licenses/Certifications:

• Series 7 License is helpful.

• Life, Health and Variable Annuities License helpful or appropriate series license for assigned functional area.','Administrative & Support Services','US-FL-St. Petersburg-Saint Petersburg','','Asset Management Services','Full-time','Day Job','No','Senior Sales Support Specialist'

9 days 20 hours ago

Raymond James Financial, Inc.

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Senior Sales Support Specialist Raymond James Financial, Inc. - Saint Petersburg, FL, United States

   

Location: Saint Petersburg, FL

Company Profile:
Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Our stock is traded on the New York Stock Exchange (RJF).You can call it Ray or you can call it Ray Jay. Raymond James Financial doesn't mind as long as it's calling on customers. It offers investment and financial planning services primarily through subsidiary Raymond James & Associates (RJA), which provides securities brokerage, investment banking, and financial advisory services in North America and Europe. Its Raymond James Financial Services offers financial planning and brokerage services via independent financial advisors, as well as through alliances with community banks. Other units provide asset management, trust, and banking services. The firm has more than 2,500 traditional branches, satellite offices, and independent contractor branches.