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Job Description

Essential Duties and Responsibilities:

• Schedule face to face appointments for External Annuity Consultants and virtual appointments for Internal Annuity Consultants.

• Verify information on in-force contracts using pre-made templates.

• Database management.

• Assists in supporting marketing campaigns.

• Assists in the creation of client proposals and Morningstar reports as needed.

• Performs other duties and responsibilities as assigned.

Qualifications - External

Knowledge of:

• Microsoft Office products, to include Excel, Word, and Outlook

• Company's working structure, policies, mission, and strategies.

• Basic mathematical calculations.

Skill in:

• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

• Detail orientation to ensure quality standards are met without impairing workflow.

• Follow-up to ensure resolution and completion of tasks.

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication and spreadsheets.

Ability to:

• Represent RJA in a highly professional manner.

• Work independently as well as collaboratively within a team environment.

• Take on responsibilities beyond what is required; volunteers to take on new assignments.

• Exhibit tendencies to be a self-starter and not wait for signals.

• Promote products and be comfortable in a sales environment.

• Demonstrate high self-confidence.

• Excel in a team environment.

Educational/Previous Experience Requirements:

Associate's Degree (A.A.) and/or one (1) to three (3) years 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:

Series 6 License and Life Insurance License to be obtained within six (6) months of hire date.

Education

High School (HS)

Work Experience

General Experience - 13 months to 3 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcomes

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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