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Hybrid Wholesaler - One Insurance Solutions
Raymond James Financial, Inc.
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Troy, United States
Location
Troy
Posted
June 22, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Supports the One Insurance Solution Team by driving sales efforts, cultivating advisor relationships, and delivering consultative insurance solutions. Acts as a bridge between internal sales support and external field engagement, contributing to territory growth and advisor development.
**Essential Duties and Responsibilities**
+ Partner with senior Consultants to develop and execute territory-level sales strategies.
+ Proactively engage financial advisors via phone, email, and in-person meetings to promote insurance solutions.
+ Travel within assigned territory (25β50%) to strengthen advisor relationships and support business development efforts.
+ Deliver product positioning, case design guidance, and sales ideas tailored to advisor client needs.
+ Prepare and present illustrations, proposals, and point-of-sale materials.
+ Support and follow up on marketing campaigns, seminars, and advisor events.
+ Respond to advisor inquiries and provide advance...
**Essential Duties and Responsibilities**
+ Partner with senior Consultants to develop and execute territory-level sales strategies.
+ Proactively engage financial advisors via phone, email, and in-person meetings to promote insurance solutions.
+ Travel within assigned territory (25β50%) to strengthen advisor relationships and support business development efforts.
+ Deliver product positioning, case design guidance, and sales ideas tailored to advisor client needs.
+ Prepare and present illustrations, proposals, and point-of-sale materials.
+ Support and follow up on marketing campaigns, seminars, and advisor events.
+ Respond to advisor inquiries and provide advance...