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Portfolio Specialist - AMS Sales - Req. 1802934

Company: Raymond James
Location: Saint Petersburg
Posted on: January 14, 2019

Job Description:

Description Job Summary: Under general direction uses knowledge and skills obtained through education and experience to maximize sales by creating new and managing existing relationships with financial advisors/brokers and agents to generate departmental asset growth. Ensures that advisors are kept up to date on the latest platform and product enhancements. Essential Duties and Responsibilities:* Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings that may include branch visits, seminars and conferences/trade shows.* Fields incoming calls on available products and services.* Stays abreast of all program changes and product specifics and communicates changes.* Maintains open communication with internal resources and clients through all phases of the sales process.* Works closely with assigned internal partner to deliver sales goals by identifying and fostering leads.* Works with staff to develop and implement territory/national sales and marketing strategies.* Creates proposals for prospective broker/dealers or clients.* Assists in the creation of reports and or databases as needed.* Manages expense account within allotted budget.* Performs other duties and responsibilities as assigned. Qualifications Knowledge, Skills, and Abilities: Knowledge of:* Fundamental concepts, principles and practices of the securities industry and asset management products.* Principles of finance and broker/dealer operations.* Financial markets and products.* Company's working structure, policies, mission, and strategies. 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.* Analyzing business processes and identifying process improvement opportunities.* Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.* Preparing and delivering clear, convincing and professional sales presentations to small and large audiences.* Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets. Ability to:* Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with internal and external client's at all organizational levels.* Develop and maintain effective working relationships with team members, internal partners, and external parties.* Absorb and effectively communicate knowledge on complex investment offerings.* Assimilate and prioritize strategies into operational guidelines.* Establish clear directions and priorities and address concerns or challenging questions when they arise.* Organize, prioritize, and manage tasks and projects to complete work efficiently.* Represent in a highly professional manner.* Effectively market the company and show resilience through the prospecting process.* Work independently as well as collaboratively within a team environment.* Travel frequently with little advance notice.* Identify problems, gather facts, and develop solutions. Educational/Previous Experience Requirements: Associate's Degree in related field and/or one (1) year financial industry related experience and/or training; or equivalent of education and experience. -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(s) within six (6) months of hire.

Keywords: Raymond James, St. Petersburg , Portfolio Specialist - AMS Sales - Req. 1802934, Sales , Saint Petersburg, Florida

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