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Hybrid Wholesaler - One Insurance Solutions

Company

Raymond James Financial, Inc.

Location

Troy, MI

Posted

July 11, 2026

Position Overview

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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