External Wholesaler - Raymond James Investment Management - Remote / Ohio

**Responsibilities:**

• Responsible for building and maintaining relationships with financial advisors to generate assets within a specific territory.

• Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows.

• Assists with developing and implementing wholesaling business plans for the territory to deliver on sales goals.

• Presents sales activities at weekly wholesaling meetings.

• Maintains wholesaling activity logs and or databases to create and maintain broker profile levels and data on current and proposed sales activity.

• Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing.

• Manages expense account within allotted budget.

• Pe...

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