Hybrid Internal Sales Consultant

Posted last week

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About the role

  • 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.

Benefits

  • Health insurance
  • Retirement plans
  • Flexible work arrangements
  • Professional development

Job title

Internal Sales Consultant

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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