Hybrid Wholesaler - One Insurance Solutions

Job Description

The Hybrid Wholesaler supports the growth of the One Insurance Solution platform by combining inside sales responsibilities with external advisor engagement. This role partners closely with senior Consultants and field leaders to drive insurance adoption, deepen advisor relationships, and deliver comprehensive sales support both virtually and in-person.

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 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.

Knowledge, Skills, And Abilities

• Knowledge of Insurance products, advanced case design, and distribution channels.
• Sales processes, CRM systems, and pipeline management.
• Financial advisor practices, client segmentation, and planning needs.
• Build and maintain strong advisor relationships (both virtual and in-person).
• Consultative selling and influencing decision-making.
• Manage a territory and prioritize opportunities effectively.
• Deliver polished presentations and product positioning.
• Independently drive results while collaborating with a broader sales team.
• Adapt messaging and strategies based on advisor sophistication and needs.
• Balance internal responsibilities with external travel and engagement.
• Demonstrate a proactive, growth-oriented sales mindset.

Requirements

• 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.
• Equivalent combinations of education and experience considered with approval from Human Resources.
• State Insurance Licenses required.
• Series 7 required at time of hire or within a designated timeframe.

Work Experience

• General Experience - 3 to 6 years.

Education

• Bachelor’s: Business Administration, Bachelor’s: Marketing.

Benefits

• Total compensation 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.
• To view more details of the benefits offered, visit Myrjbenefits.com.

Company Culture

• 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.

Equal Opportunity Employer

• The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.