Hybrid Wholesaler - One Insurance Solutions

Job Description Summary

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.

Job Description

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 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.

Skill in

• Building and maintaining strong advisor relationships (both virtual and in-person).

• Consultative selling and influencing decision-making.

• Managing a territory and prioritizing opportunities effectively.

• Delivering polished presentations and product positioning.

Ability to

• 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.

Educational / Previous Experience 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.

Licenses / Certifications

• 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

Work Experience

General Experience - 3 to 6 years

Certifications

Other Certification Not Listed - Other

Travel

Up to 50%

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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