保险规划顾问
Insurance Planning Consultant
职位描述摘要
在总体指导下拥有高度自主权，运用通过教育和经验获得的广泛知识和技能，与区域独立经纪公司、财务顾问/经纪人和代理人建立并维护现有关系，以在特定区域内产生所需的生产/销售收益。领导具有重大业务影响的项目、计划或流程，涉及跨职能团队。制定战术计划并完成具有较大自由度的复杂任务或决策。提供全面的解决方案来应对复杂的问题或需求。最终结果将根据目标和成果进行评估。需要与外部客户进行大量接触，以销售金融产品并为公司创造收入。
职位描述
主要职责和任务：
- 负责在特定区域内建立并维护与财务顾问的关系，以产生资产。
- 通过一对一或小组会议、演示、分行访问、研讨会和会议/贸易展览，协助向财务顾问介绍产品和服务的优势，以满足其客户的需求。
- 协助制定和实施该地区的批发业务计划，以实现销售目标。
- 在每周的批发会议上展示销售活动。
- 维护批发活动日志或数据库，以创建和维护经纪人等级信息以及当前和拟议的销售活动数据。
- 与指定的内部批发人员密切合作，通过识别和培养来自推荐、广告活动和区域走访产生的潜在客户，以实现销售目标。
- 管理预算内的费用账户。
- 执行其他分配的任务和职责。
知识、技能和能力：
知识方面包括：
- 证券行业及资产管理产品的基本概念、原则和实践。
- 经纪商/交易商的运作方式。
技能方面包括：
- 通过有效的提问和倾听技巧识别客户需求。
- 在快节奏的工作环境中，组织、管理并跟踪多项详细任务和任务，这些任务优先级经常变化。
- 准备并进行清晰、有说服力且专业的销售演示，面向小型或大型受众。
- 具备足够的问题解决能力，能够有效分析、研究并解决咨询和问题。
查看英文原文
Job Description Summary
Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional wirehouses, financial advisors/brokers and agents to generate required production/sales revenue from financial products throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for the company.Job Description
Essential Duties and 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.
- Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities:
Knowledge of:
- Fundamental concepts, principles and practices of the securities industry and asset management products.
- Broker/dealer operations.
Skill in:
- Identifying the needs of customers through effective questioning and listening techniques.
- Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
- Preparing and delivering clear, convincing and professional sales presentations to small and large audiences.
- Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
- Analyzing business processes and identifying process improvement opportunities.
- Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to:
- Represent the company in a highly professional manner.
- Organize, prioritize, and manage tasks and projects to complete work efficiently.
- Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
- Develop and maintain effective working relationships with team members, internal partners, and external parties.
- Assimilate and prioritize strategies into operational guidelines.
- Work independently as well as collaboratively within a team environment.
- Establish clear directions and priorities.
Educational/Previous Experience Requirements:
- Bachelor’s Degree (B.A.) in Finance or related field and a minimum two (2) years of experience in the financial services industry.
~or~
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications:
- SIE required provided that an exemption or grandfathering cannot be applied.
- FINRA Series 7 and the ability to obtain other necessary license within sixty (60) days of hire.
Education
Bachelor’s: Business Administration, Bachelor’s: MarketingWork Experience
General Experience - 3 to 6 yearsCertifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)Travel
Up to 50%Workstyle
RemoteAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Originally posted on Himalayas