{"id":3634905,"url":"https://alion.io/job/raymond-james-inside-sales-representative","title":"Inside Sales Representative","company":{"id":1768977,"name":"Raymond James","domain":"raymondjames.com","url":"https://alion.io/company/raymondjames-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":80,"open_postings":31,"ghost_share":0,"stale_share":0.806,"repost_share":0,"time_to_fill_p50_days":28,"computed_at":"2026-11-11T05:49:22Z"}},"role":"Sales","role_family":"Sales","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Pittsburgh, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Salesforce","optional":false},{"name":"Microsoft Office","optional":true}],"status":"live","first_seen_at":"2026-11-02T20:53:29Z","employer_posted_date":"2026-11-02","last_verified_at":"2026-11-11T07:47:43Z","board_verified":true,"closed_at":null,"days_open":8,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":8},"description":"Job Description Summary\nThe Inside Sales Representative (ISR) will broaden our existing client relationships and seek new business opportunities in a defined geography while working from our Pittsburgh offices. Successful candidates will proactively contact financial advisors to assist them in implementing TriState Capital Bank strategies, in particular, the Bank’s securities-based loan products. Inside Sales Representatives act as a critical link between resources available at the corporate offices of TriState and their external sales partners towards the achievement of sales goals.Job Description\n\nPrimary Functions of the Position:\nCollaborate with external sales partner / sales management in creating and implementing a business plan to expand our relationship with existing clients (financial advisors) and identify potential new clients (financial advisors)\nCoordinate meetings and/or calls with clients and their various financial advisors / staff to provide relationship management support services and initial loan application completion\nAssist their external partner with scheduling key meetings in the territory to support territory management\nTake the lead on certain aspects of the business plan, while also managing the follow-up for the efforts of external sales partner, which includes meeting follow ups, presentations, conference preparations, and sales kits\nPresent all TriState’s product offerings to our clients to help them understand how we complement their business\nDevelop, implement, and maintain a drip marketing strategy to stay “Top of Mind” for lending opportunities in the region\nMaintain a deep knowledge of product offerings and be able to conduct one on one meetings with advisors, deliver presentations, as well as conduct joint meetings with external partner in the field\nEducation and Experience Requirements:\nBachelor’s Degree in a Finance-related discipline\n1-3 years of financial services experience, including previous experience in financial sales or client services with demonstrated achievement of goals\nExperience with a CRM platform such as Salesforce\nExperience working with high net worth clients and top-producing advisors / agents is a plus\nEssential Skills and Abilities:\nExcellent communication and interpersonal skills\nGeneral knowledge of insurance, banking, lending, and financial marketplace a plus\nStrong prospecting and customer services skills\nAbility to use independent judgement and critical thinking\nProficient in MS Office, specifically Excel and Word\nEntrepreneurial: Willingness to make independent decisions and improve processes that contribute to the territory business objectives\nCreativity: Develops innovative ways to demonstrate to our client’s best practices in implementing Tristate strategies and help them identify investment opportunities\nCompetitiveness: Motivated by being in a professionally competitive atmosphere\nCuriosity: Interested in understanding capital markets and how individual investors utilize asset management/banking products to achieve their financial goals\nEthical: Unwavering commitment to doing what is right for the client and for the company\nEducation\nBachelor’s - Completed: Accounting, Bachelor’s - Completed: Business Administration, Bachelor’s - Completed: FinanceWork Experience\nGeneral Experience - 13 months to 3 yearsCertifications\nTravel\nLess than 25% Workstyle\nResidentThe total compensation for this position includes base salary or wages, andmay include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.\nAt 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. \nWe expect our associates at all levels to:\nGrow professionally and inspire others to do the same\nWork with and through others to achieve desired outcomes\nMake prompt, pragmatic choices and act with the client in mind\nTake ownership and hold themselves and others accountable for delivering results that matter\nContribute to the continuous evolution of the firm\nAt 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.","description_format":"text","description_chars":4991,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Life insurance","Parental leave"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-02T20:53:29Z"}],"visa":[{"country":"US","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"H-1B filings in 12 months: 96 · green card filings: 23","filings_12m":96,"filings_prev_12m":106,"green_card_filings_12m":23,"median_offered_wage_usd":144601,"route":null,"cap_exempt":false,"checked_at":"2026-11-11T07:38:50+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":63,"band":"ok","label":"Likely open","p_open":1,"p_active":0.632,"p_room":1,"age_days":8,"expected_fill_days":28,"reasons":["conf:3","stale_co","velocity","win:early","comp:junior,brand"],"computed_at":"2026-11-11T05:49:22Z"},"pay":null,"html_url":"https://alion.io/job/raymond-james-inside-sales-representative","json_url":"https://alion.io/job/raymond-james-inside-sales-representative.json","meta":{"generated_at":"2026-11-11T15:18:37Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":28500,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-12T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1768977},"rest":"https://alion.io/mcp/rest/get_company?id=1768977"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fraymond-james-inside-sales-representative"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fraymond-james-inside-sales-representative"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fraymond-james-inside-sales-representative"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/raymond-james-inside-sales-representative\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fraymond-james-inside-sales-representative"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3634905}},{"tool":"search_jobs","arguments":{"company":"raymondjames.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3634905},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}