Internal Wholesaler: Life, LTC and DI

Raymond James Financial, Inc. · Troy, MI, United States

Location
Troy
Job Type
Full-time
Posted
June 27, 2026

Job Description

Will support an external wholesaler in defined states and inside a defined region alongside a team of other internal wholesalers. Will use their skills to assist external wholesaler in providing support for life insurance, disability insurance and long term care insurance for advisors in the territory. Will also be responsible for running illustrations, presenting sales ideas, making proactive calls and assisting in growing advisor adoption in the region.

**Essential Duties and Responsibilities**

+ Run life, disability, and LTC illustrations and/or assist with ordering IFLs.
+ Assists in aspects of the sales process, including doing advisor and client meetings.
+ Schedules appointments for External Wholesalers and/or Internal Wholesalers.
+ Supports External Wholesaler with organization of marketing campaigns.
+ Acts as point of contact for assigned region by providing phone coverage and email support.
+ Will partake in proactive activities to create mo...

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