Job Description
2500361
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Sales & Marketing Associate
How does the role impact the organization?
The Sales & Markting Associate plays a critical role in providing administrative and sales support for a successful Insurance Planning Specialist (IPS). This role ensures that the IPS has the tools, resources, and support necessary to succeed, while also promoting insurance in our branches.
What will your role be responsible for?
Provide administrative support to IPS, including preparing proposals and quotations on various insurance products, scheduling appointments, and managing client and advisor communications.
Maintain and update the CRM system to ensure accurate tracking of leads, prospects, client interactions, and new applications.
Prepare and process new insurance applications and accompanying documents, ensuring accuracy and compliance with carrier and regulatory requirements.
Manage pending cases and take the appropriate actions to oversee the completion of the case.
Develop and implement marketing initiatives, including social media, email marketing, and branch events.
Collaborate with our Total Wealth Solutions teams and external vendors to execute marketing initiatives.
Maintain an understanding of industry regulations, insurance carrier products and processes, internal policies, and compliance guidelines through proactive personal development.
What can you expect from us?
Compensation: Competitive salary with performance bonus, and benefits package.
Location: Hybrid (with remote work flexibility); this role may involve occasional travel for client meetings or industry events.
What do we expect from you?
Active Life Insurance License, or ability to acquire within 12 months.
1 - 2 years of experience in life insurance administration or a related role within the industry.
Knowledge of Life and Living Benefits insurance products and processes.
Strong attention to detail and organizational skills to manage complex policy documentation.
Excellent communication skills to handle client and advisor inquiries with professionalism.
Strong problem-solving skills and the ability to handle multiple tasks simultaneously.
Proficiency in CRM systems, policy management software, and Microsoft Office.
Ability to work collaboratively with internal teams and external partners (e.g., carriers)
We encourage 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 – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
Job Business Development
Primary Location CA-ON-Toronto-Toronto
Organization RJFP
Schedule Full-time
Status Temporary Full-Time
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Sales & Marketing Associate
How does the role impact the organization?
The Sales & Markting Associate plays a critical role in providing administrative and sales support for a successful Insurance Planning Specialist (IPS). This role ensures that the IPS has the tools, resources, and support necessary to succeed, while also promoting insurance in our branches.
What will your role be responsible for?
Provide administrative support to IPS, including preparing proposals and quotations on various insurance products, scheduling appointments, and managing client and advisor communications.
Maintain and update the CRM system to ensure accurate tracking of leads, prospects, client interactions, and new applications.
Prepare and process new insurance applications and accompanying documents, ensuring accuracy and compliance with carrier and regulatory requirements.
Manage pending cases and take the appropriate actions to oversee the completion of the case.
Develop and implement marketing initiatives, including social media, email marketing, and branch events.
Collaborate with our Total Wealth Solutions teams and external vendors to execute marketing initiatives.
Maintain an understanding of industry regulations, insurance carrier products and processes, internal policies, and compliance guidelines through proactive personal development.
What can you expect from us?
Compensation: Competitive salary with performance bonus, and benefits package.
Location: Hybrid (with remote work flexibility); this role may involve occasional travel for client meetings or industry events.
What do we expect from you?
Active Life Insurance License, or ability to acquire within 12 months.
1 - 2 years of experience in life insurance administration or a related role within the industry.
Knowledge of Life and Living Benefits insurance products and processes.
Strong attention to detail and organizational skills to manage complex policy documentation.
Excellent communication skills to handle client and advisor inquiries with professionalism.
Strong problem-solving skills and the ability to handle multiple tasks simultaneously.
Proficiency in CRM systems, policy management software, and Microsoft Office.
Ability to work collaboratively with internal teams and external partners (e.g., carriers)
We encourage 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 – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
Job Business Development
Primary Location CA-ON-Toronto-Toronto
Organization RJFP
Schedule Full-time
Status Temporary Full-Time
💡 Quick Summary
Seeking a career-building opportunity? The Sales & Marketing Associate - 6 Month Contract position is now open for candidates interested in the Counter Sales Jobs sector. This role in Toronto offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Counter Sales Jobs is a plus.
