Note: The job is a remote job and is open to candidates in USA. Raymond James is a financial services firm that seeks to cultivate partnerships and recruitment relationships with Financial Advisors. This experienced role focuses on initiating outbound calls to financial advisors, assisting them in identifying the best affiliation options, and collaborating with recruiting partners to meet firm 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 familiarize with and 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
- Bachelor's: Business Administration
- Bachelor's: Marketing
- General Experience - 3 to 6 years
Benefits
- The opportunity is eligible for commission, in addition to the annual base salary.
- 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.
Company Overview