Note: The job is a remote job and is open to candidates in USA. Raymond James is a financial services firm seeking a Sr. Outbound AdvisorChoice Consultant. This role involves initiating outbound calls to experienced financial advisors, assisting them in exploring affiliation options, and building relationships to meet recruiting goals.
Responsibilities
- Initiates a high volume of outbound sales calls, including cold calls to advisors and keeping existing prospects engaged with their recruiting partners
- Sources experienced financial advisors and/or financial institutions interested in affiliating with Raymond James to meet specific recruiting goals
- Makes referrals based on the consultant’s analysis of a best fit business model profiling process including next step exploration
- Sets meetings for recruiters/managers
- Makes outbound calls to schedule, confirm and or follow-up after meetings have occurred
- Identifies other business models based on advisor feedback and in consultation with their recruiting partners
- Cultivates relationships with all recruiting partners
- Assists in the development of business development strategies
- Performs other duties and responsibilities as assigned
Skills
- Bachelor's degree and 3-5 years of relevant experience in business development, sales, or financial services
- An equivalent combination of experience, education, and/or training approved by Human Resources
- Knowledge of concepts, practices and procedures of business development in a financial services environment
- Knowledge of investment concepts, practices and procedures used in the securities industry
- Knowledge of principles of finance and securities industry operations
- Knowledge of financial markets and products
- Skill in sourcing and developing sales prospects using a proprietary CRM
- Skill in cultivating business development strategies
- Skill in making a high volume of outbound cold calls and turning them into recruiting opportunities
- Skill in maintaining relationships with recruiting partners
- Skill in effective questioning and listening techniques, including handling of objections
- Skill in operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases
- Ability to partner with other areas of the firm to accomplish objectives
- Ability to research, interpret, analyze and apply information about prospects
- Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
- Ability to use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels to accomplish objectives
- Ability to work independently as well as collaboratively within a team environment
Benefits
- Commission
- 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)
- Parental leave
- Eligibility for benefits and specific offerings may vary based on position and employment status
Company Overview