Hybrid Business Development Consultant

Posted 16 hours ago

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About the role

  • 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

Benefits

  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development

Job title

Business Development Consultant

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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