• Internal Wholesaler Trainee

    Raymond James Financial, Inc. (St. Petersburg, FL)
    internal sales team in daily task while learning the skillset of an internal wholesaler . **Essential Duties and Responsibilities** * Receive inbound call with ... questions about insurance related topics. * Verify information on in-force contracts using pre-made templates. * Database management. * Assists in supporting marketing campaigns. * Assists in the creation annuity book review reports. * Performs other duties… more
    Raymond James Financial, Inc. (08/20/24)
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