What are the responsibilities and job description for the Sales consultant position at Orion?
About this Opportunity :
As an Advisor Consultant, you will be responsible for serving as a strategic partner in developing and maximizing business relationships in an assigned territory for Orion.
This individual will also be responsible for increasing recruitment and sales activity in partnership with the external.
As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
In this role, you’ll get to :
Work closely with the territory team to develop and execute an appropriate business plan to maximize territorial sales
Develop relationships with Financial Advisors, industry partners and contacts to help develop their business
Make proactive outbound calls to investigate potential sales
Schedule quality appointments weekly for external wholesalers to meet with producing or potentially producing RIA's
Assist RIA in analyzing information regarding their client's financial information and history to recommend and determine appropriate investment strategies to meet their needs
Serve as a product expert on our client-specific asset allocation portfolio solutions
Assist sales and marketing teams in developing an effective strategy
We’re looking for talent who :
Has one year of customer service or inside sales experience
Has experience working within the Financial Services industry
Possess a Bachelor's degree in Business Administration, Finance or related field
Current Series 7 and 66 (or 63&65) licenses required or ability to obtain within 90 days of employment
Obtain Orion Industry Certification
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
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Last updated : 2024-05-08
