Sales Consultant promoting Orion services to Registered Investment Advisors. Responsible for obtaining new clients and growing revenue in designated territories.
Responsibilities
Collaborate with sales management in development, implementation and execution of territory sales plans
Represent Orion and its products to advisors knowledgeably and effectively enabling advisors to clearly identify benefits of Orion products relative to its competitors
Develop new revenue opportunities and capitalizes on referrals in order to increase sales in territory
Contact advisors following onsite visits and demonstrations to provide additional information, obtain feedback and utilize needs-based selling techniques to inquire about additional product needs
Ensure receipt of excellent customer service with advisors
Create and maintain critical contact relationships with firms involved in the distribution to the same market for referrals or institutional clients
Monitor, complete and analyze daily/weekly/quarterly sales goals and activity reports
Requirements
Minimum of a bachelor’s degree in Business Administration, or related field
This position requires a Series 65 license or both Series 7 and 66 licenses
Minimum of 3 years of experience in a field-based territory sales position selling financial services offerings to Registered Investment Advisors
Minimum of 2 years of experience building and maintaining a customer account base
Excellent knowledge of financial services offerings and company policies and procedures
Possess demonstrated ability to interact, listen, influence and partner in a professional and engaging manner
Strong sales skills required: negotiation and persuasion, up-selling, closing, follow-up, relationship building and networking
Preferably has experience in the financial planning industry
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
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