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Sales Development Associate-Bethesda, MD

Listing for: Raymond James Financial, Inc.
Full Time position Listed on 2026-11-08
Job specializations:
  • Sales
    Financial Sales, Banking & Finance
  • Finance & Banking
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 70000 - 110000 USD Yearly USD 70000.00 110000.00 YEAR

Job Description & How to Apply Below

Responsibilities
  • Initiatesoutboundsalescallsandrespondstoincomingcallsandinquiries,including follow-up,sending out materials and obtaining and evaluating background information.

  • Participatesinprofessionalorganizationsandactivitiestoexpandnetworkofbusinesscontacts.

  • Establishes and maintains a prospect database.

  • Worksindependentlyinsourcinganddevelopingnewclientrelationshipstoenablefinancialadvisorsto meet sales goals.

  • Assistsindevelopingproductorientedpositioningdocuments,product profiles,competitiveanalysisand othercontentforwebsites,marketingmaterialsandseminars.

  • Gathers,analyzes,interpretsanddistributesinformationonsalestrends,productdemandand marketing strategies for assigned products.

  • Supportsmarketingprogramsandassistsothersindevelopingaclear,compellinganddifferentiated message and position for assigned products.

  • Participatesinadvisorandclientseminars,product roadshows,branch presentations,conference calls, pointofsalesupport,andothersalesfunctionsonbehalfofthefinancialadvisors.

  • Executesbusinessdevelopmentstrategiesonbehalfofthebranch.

  • Gathersinformationanddataonprospectstobeusedinthesalesprocess.

  • Follows-upwithfinancialadvisorstoensurehighqualityservicedelivery.

  • Performs other duties and responsibilities as assigned.

Education/Experience Requirements
  • Bachelor’s degree and three years’ experience in the financial services industry, preferably including related experience in marketing or sales in a financial planning, investment management or other financial services environment

~or~

  • An equivalent combination of experience, education and/or training as approved by Human Resources
Licenses
  • SIE required provided that an exemption or grandfathering cannot beapplied

  • Series7

Our group is growing, and we are hiring a Sales Development Associate-Bethesda, MD in Bethesda, MD, United States.

As a Sales Development Associate-Bethesda, MD, you will play an important part at Raymond James Financial, Inc. in Bethesda, MD, United States.

Position Requirements

10+ Years work experience
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