**Job Description** **Responsibilities:** Make calls to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints. Interview the customer, following a complex multilevel sales script, to clarify the customer's requirements, or assist in conducting interviews with potential customers, making detailed notes to collect client requirements. Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences. Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale. Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities. Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs. Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure. Prioritize own workflow and ensure work is completed to the required standards of productivity, quality, and timeliness; use performance management systems to improve personal performance. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. **Skills:** Works without supervision and provides technical guidance when required to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Works without supervision and provides technical guidance when required to accurately identify and understand the key buying influences pertaining to an opportunity. Works without supervision and provides technical guidance when required to quickly and accurately define the needs of the key buying influencers. Works with guidance (but not constant supervision) to orient the seller's organization around delivering to the key needs of their customers. Works without supervision and provides technical guidance when required to quickly and effectively establish trust within the buying centers in the client’s organization. Works without supervision and provides technical guidance when required to acknowledge and ask questions to understand the circumstances surrounding client indifference. Works without supervision and provides technical guidance when required to acknowledge a client's indifference and gain agreement from the client to discover the root causes of resistance. Works without supervision and provides technical guidance when required to uncover clients’ explicit needs and/or unforeseen opportunities and challenges. Works without supervision and provides technical guidance when required to articulate the customer needs in the customer's business language and business context. Works without supervision and provides technical guidance when required to quickly identify and accurately articulate why a client does or does not want a change based on their business objectives and challenges. Uses clear and effective verbal communications skills without supervision and provides technical guidance when required on expressing ideas, requesting actions and formulating plans or policies. Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements. Works with guidance (but not constant supervision) to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. Works with guidance (but not constant supervision) to review and create relevant, lucid and effective reports. Works without supervision and provides technical guidance when required to arrive at mutually beneficial commitments that help move the sales/client relationship forward. Works without supervision and provides technical guidance when required to clearly present solutions that link directly to the key objectives and challenges important to the client. Works without supervision and provides technical guidance when required to facilitate the commercial details of an opportunity such that both parties are satisfied with the value gained. Works without supervision and provides technical guidance when required to identify ideal potential clients. Works without supervision and provides technical guidance when required to spend the appropriate time for the size and potential of each opportunity. Works with guidance (but not constant supervision) to ask questions that encourage the client to talk openly about their key objectives and challenges. Works at an intermediate level to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works with guidance. Works with guidance (but not constant supervision) to carefully prepare for client interactions using established frameworks. Works at an intermediate level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works with guidance. **Education** High School (HS) **Work Experience** General Experience - 13 months to 3 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) **Travel** Less than 25% **Workstyle** Resident 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. \#LI-JB1