Job Description

Job Description Summary

Job Description

Under limited supervision, uses specialized knowledge and skills obtained through education, experience and/or specialized training to communicate assigned Variable, RILA, Index and Fixed Annuity product information, analysis, and investment solutions to financial advisors/brokers and agents. Guidance is provided to perform varied, sometimes complex, analysis activities that require some evaluation, originality and ingenuity in solving problems or making moderately complex decisions. Regular contact with internal customers and external information sources is required to obtain, clarify, or provide facts or information. This role provides exposure to cross functional partners including product management, sales, operations, insurance companies and compliance, supporting professional development and broader understanding of the annuity business.

Essential Duties and Responsibilities:

• Fields incoming calls on available products and services.
• Partners with Internal & External Annuity Consultants and provides support for sales initiatives.
• Responds to questions about Variable, RILA, Index and Fixed Annuities.
• Discusses and explains product positioning, the annuity submission process, training requirements and industry trends.
• Assists in the creation of illustrations and reports.
• Conducts annuity reviews and explores potential enhancements.
• Stays abreast of all program changes and product specifics and communicates changes.
• Distributes fund information, press releases, and other news to interested parties.
• Performs other duties and responsibilities as assigned.

Knowledge of:

• Strong concepts, practices, and procedures of financial research.
• Strong investment concepts, practices, and procedures used in the securities industry.
• Financial markets and products.
• Principles of finance and broker/dealer operations.

Skill in:

• Oral and written communication.
• Assessing, analyzing, and explaining market events on assigned investment products.
• Identifying and responding to client needs.
• Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
• Operating standard office equipment and using required software applications.

Ability to:

• Rapidly learn and retain new information daily.
• Gather information and monitor events pertaining to assigned investment products and the markets in general.
• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Establish clear directions and priorities and address concerns or challenging questions when they arise.
• Represent in a highly professional manner.
• Identify problems, gather facts, and develop solutions.
• Handle stressful situations while providing a high level of customer service.
• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with internal and external client’s at all organizational levels.
• Develop and maintain effective working relationships with team members, internal partners, and external parties.
• Work independently as well as collaboratively within a team environment.

Educational/Previous Experience Requirements:

• Bachelor’s Degree (B.A.) in related discipline and a minimum of one (1) year of financial services industry experience.
• ~or~
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications:

• State Life Insurance license
• Securities Industry Essentials (SIE)
• FINRA Series 7 license
• All licenses are required within nine (9) months of hire date

Education

Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 7 to 12 months

Certifications

Other Certification Not Listed - Other

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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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