Internal Sales Consultant responsible for maximizing business relationships and sales activity at Orion. Collaborating with financial advisors and territory teams in a hybrid work environment.
Responsibilities
Serve as a strategic partner in developing and maximizing business relationships
Increase recruitment and sales activity in partnership with the territory team
Develop and maintain relationships with Financial Advisors and their staff
Assist advisors in closing end-investor business
Make proactive outbound calls to identify sales opportunities
Maintain accurate records of sales activities in Salesforce
Requirements
1 year of customer service or inside sales experience
Experience in the Financial Services industry
Bachelor's degree in business administration, Finance or related field
Licensing Requirements: Series 65 license or both Series 7 and 66 licenses.
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