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Hybrid Wholesaler - One Insurance Solutions

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Raymond James Financial, Inc.
πŸ“ Troy, United States
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Location Troy
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Posted June 22, 2026
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Commute Local Area
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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 (25–50%) 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...

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πŸ“ Location Details

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City
Troy
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Country
United States
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Commute
Local Area

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