Raymond James Financial Services
Business Development Manager, Life Insurance
Raymond James Financial Services, Santa Clarita, California, United States, 91382
At Raymond James,
we
develop,
we
collaborate,
we
decide,
we
deliver, and
we
improve together .
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Business Development Manager, Life Insurance (Eastern Region)
How does the role impact the organization?
The Business Development Manager (BDM) is responsible for the promotion and building of insurance sales through relationship management, training, coaching, direction, knowledge application and leveraging internal and external resources. Using your strong communication skills and proactive approach, you'll drive and support sales in your region. Under minimal supervision, you will work individually and as part of a team to you'll build and maintain relationships with Financial Advisors, Branch Managers, and Insurance Specialists to increase insurance sales activity and achieve their business goals. End results are evaluated for achieving goals and objectives.
What will your role be responsible for?
Drive insurance sales within the assigned region.
Grow awareness of insurance solutions through strategic initiatives, marketing campaigns, and promotion.
Build and maintain strong working relationships with Financial Advisors and their team, Branch Managers, and Insurance Specialists.
Train/Coach Financial Advisors and their team on insurance solutions at various competency levels.
Assist in new advisors onboarding.
Collaborate with Head Office on insurance initiatives to the field.
Develop, maintain, promote, and align relationships with carrier wholesalers within the assigned region.
Build and maintain relationships with other business units, inclusive of Private Client Solutions, to help maintain the strategic partnership, direction and coordinated approach of Total Wealth Solutions.
Stay informed on firm and department business as well as life insurance market and competitive landscape -- industry changes, trends, process improvement techniques, methodologies and best practices.
Report weekly/monthly pertaining to daily activities, advisor contact, presentations conducted, pipeline and sales results.
Comply with company policies and external regulations.
Performs other duties and responsibilities as assigned.
What can you expect from us?
Our most important investment is in people.
Upon eligibility, Raymond James Ltd offers
flexible workstyles,
a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.
we
develop,
we
collaborate,
we
decide,
we
deliver, and
we
improve together .
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Business Development Manager, Life Insurance (Eastern Region)
How does the role impact the organization?
The Business Development Manager (BDM) is responsible for the promotion and building of insurance sales through relationship management, training, coaching, direction, knowledge application and leveraging internal and external resources. Using your strong communication skills and proactive approach, you'll drive and support sales in your region. Under minimal supervision, you will work individually and as part of a team to you'll build and maintain relationships with Financial Advisors, Branch Managers, and Insurance Specialists to increase insurance sales activity and achieve their business goals. End results are evaluated for achieving goals and objectives.
What will your role be responsible for?
Drive insurance sales within the assigned region.
Grow awareness of insurance solutions through strategic initiatives, marketing campaigns, and promotion.
Build and maintain strong working relationships with Financial Advisors and their team, Branch Managers, and Insurance Specialists.
Train/Coach Financial Advisors and their team on insurance solutions at various competency levels.
Assist in new advisors onboarding.
Collaborate with Head Office on insurance initiatives to the field.
Develop, maintain, promote, and align relationships with carrier wholesalers within the assigned region.
Build and maintain relationships with other business units, inclusive of Private Client Solutions, to help maintain the strategic partnership, direction and coordinated approach of Total Wealth Solutions.
Stay informed on firm and department business as well as life insurance market and competitive landscape -- industry changes, trends, process improvement techniques, methodologies and best practices.
Report weekly/monthly pertaining to daily activities, advisor contact, presentations conducted, pipeline and sales results.
Comply with company policies and external regulations.
Performs other duties and responsibilities as assigned.
What can you expect from us?
Our most important investment is in people.
Upon eligibility, Raymond James Ltd offers
flexible workstyles,
a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.