Internal Consultant - Annuities

Raymond James • Troy, MI

5d • Hybrid

About The Position

Supports the One Insurance Solution Team by assisting with sales efforts, advisor outreach, and client service. Collaborates with team members to drive insurance product adoption and streamline advisor engagement.

Requirements

• Knowledge of Insurance products and distribution channels.
• Internal sales processes and CRM tools.
• Financial advisor workflows and client needs.
• Communicating clearly and persuasively with advisors.
• Managing multiple priorities in a fast-paced environment.
• Creating polished presentations and reports.
• Build strong relationships with internal and external partners.
• Adapt quickly to changing priorities and business needs.
• Work independently and as part of a collaborative team.
• Demonstrate initiative and a proactive sales mindset.
• Associate’s degree or 1–3 years of experience in financial services or insurance sales support.
• Equivalent combinations of education and experience considered with approval from Human Resources.
• State Insurance Licenses required.
• Series 7 Required within 9 months of Hire
• Bachelor’s: Business Administration, Bachelor’s: Marketing
• General Experience - 13 months to 3 years

Responsibilities

• Partner with senior Consultants to grow insurance sales.
• Engage financial advisors via phone and email to promote solutions.
• Assist with case prep, illustrations, and proposal creation.
• Support marketing campaigns and follow-up communications.
• Respond to advisor inquiries and provide product support.
• Contribute to team initiatives and special projects as needed.

Benefits

• medical
• dental
• vision
• life insurance
• critical illness insurance
• accident insurance
• disability benefits
• retirement savings
• paid time off (including vacation, holidays, and sick leave)
• parental leave

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level