Wholesaler

Raymond James

Hybrid Wholesaler driving sales and cultivating advisor relationships for One Insurance Solutions. Collaborating with Consultants and engaging advisors through various outreach methods.

Posted 6/10/2026full-timeTroy • Missouri • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Support the One Insurance Solution Team by driving sales efforts, cultivating advisor relationships, and delivering consultative insurance solutions
Act as a bridge between internal sales support and external field engagement, contributing to territory growth and advisor development
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 advanced product and case support
Maintain consistent activity tracking and pipeline management within CRM tools
Collaborate with internal partners to streamline processes and improve advisor experience
Contribute to strategic initiatives, training efforts, and continuous improvement of the sales platform

Requirements

What you’ll need

Bachelor’s degree in Business, Marketing, or a related field preferred
3–6+ years of experience in financial services, insurance sales, or wholesaling
Prior experience in internal wholesaling or advisor-facing roles strongly preferred
State Insurance Licenses required
Series 7 required at time of hire or within a designated timeframe

Benefits

Comp & perks

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)
parental leave

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

insurance solutionssales strategiescase designproduct positioningactivity trackingpipeline management

Soft Skills

relationship buildingconsultative sellingcommunicationcollaborationstrategic thinking

Certifications

Bachelor’s degreeState Insurance LicensesSeries 7