Raymond James · 10 hours ago
Sales Development Associate - Bethesda, MD
Bethesda, MD
Full-time
Hybrid
Entry Level
2+ years expRaymond James is a financial services firm, and they are seeking a Sales Development Associate to support financial advisors by developing client pipelines. The role involves initiating sales calls, maintaining prospect databases, and executing business development strategies.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information
Participates in professional organizations and activities to expand network of business contacts
Establishes and maintains a prospect database
Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals
Assists in developing product oriented positioning documents, product profiles, competitive analysis and other content for web sites, marketing materials and seminars
Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies for assigned products
Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for assigned products
Participates in advisor and client seminars, product road shows, branch presentations, conference calls, point of sale support, and other sales functions on behalf of the financial advisors
Executes business development strategies on behalf of the branch
Gathers information and data on prospects to be used in the sales process
Follows-up with financial advisors to ensure high quality service delivery
Performs other duties and responsibilities as assigned
Qualification
Required
Bachelor's Degree (B.A.) from a four year college or university with a minimum of two (2) years of experience in marketing or sales in a financial planning, investment management or other financial services environment
An equivalent combination of experience, education, and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 required
Knowledge of concepts, practices and procedures of business development in a financial services/broker-dealer environment
Knowledge of investment concepts, practices and procedures used in the securities industry
Knowledge of the principles of banking and finance and securities industry operations
Knowledge of financial markets, products, financial advisory function and the investment process
Skill in sourcing and developing sales prospects
Skill in executing practice development strategies
Skill in initiating sales calls and responding to inquiries and turning them into sales opportunities
Skill in establishing and maintaining databases
Skill in preparing and delivering clear, effective, and professional presentations
Ability to operate standard office equipment and use required software applications
Ability to partner with other functional areas to accomplish objectives
Ability to facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed
Ability to incorporate needs, wants and goals from different prospects for financial advisor practices into marketing and sales strategies
Ability to gather information, identify linkages and trends and apply findings to assignments
Ability to research, interpret, analyze and apply information about prospects
Ability to organize, prioritize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
Ability to use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels to accomplish objectives
Ability to work independently as well as collaboratively within a team environment
Ability to provide a high level of customer service
Ability to maintain currency in financial services industry and products
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
Company data provided by crunchbase