Internal Wholesaler

Carillon Tower Advisers • Saint Petersburg, FL

305d

About The Position

The Internal Wholesaler position at Raymond James involves making calls to allocated customers to develop new relationships and act as the first point of contact for resolving customer queries and complaints. The role requires interviewing customers to clarify their requirements, identifying potential customers through referrals and trade shows, and proposing products or services that meet customer needs. The Internal Wholesaler will also schedule follow-up actions, enter relevant information into the CRM system, and assist in developing internal communications to build strong customer relationships. Additionally, the position requires adherence to organizational policies and procedures, prioritizing workflow, and participating in personal development activities.

Requirements

• High School diploma or equivalent.
• General experience of 13 months to 3 years.
• Securities Industry Essentials Exam (SIE) certification from FINRA.

Responsibilities

• Make calls to allocated customers to develop new relationships.
• Act as a first point of contact for resolving customer queries and complaints.
• Interview customers to clarify their requirements and assist in conducting interviews with potential customers.
• Identify potential customers through referrals and participation in trade shows.
• Propose products or services that meet customer needs and invite purchases.
• Schedule follow-up actions and enter information into the CRM system.
• Assist with the development of internal communications.
• Develop knowledge of organizational policies and regulatory codes.
• Prioritize workflow and ensure work is completed to required standards.
• Participate in assessment and development planning activities.

What This Job Offers

• Job Type: Full-time
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: High school or GED