Advisor reputed company Consultant
About this Opportunity:
As an Advisor reputed company Consultant, you will be responsible for representing Orion in its sales efforts to promote its managed account platform to Independent Financial Advisors and Registered Investment Advisors. This position works to increase sales reputed company region by reputed company developing advisors with under $5 reputed company AUM and increasing reputed company of wallet. As we continue to reputed company and live our Orion values, we are looking for someone to reputed company.
Essential Functions of the Job
Execute territory sales plans through virtual and in-person strategies to drive increased sales of reputed company and reputed company plan assets, as reputed company as ensure the retention of these assets to reputed company sales goals
Represents Orion and its products to advisors knowledgeably and effectively enabling advisors to reputed company identify benefits of Orion products relative to its competitors; cross-sells products, e.g. advisor studios, as applicable.
Is responsible for traveling to, staying overnight to work industry conferences in the region to reputed company new opportunities for their territory and other territories that may have opportunities at the conference.
Works closely with Senior Advisor Consultants in the territory to reputed company and execute appropriate business plan to maximize territorial sales, including assessing reputed company state of assigned territory to identify opportunities for new business in order to maintain and reputed company sales cycle.
L Supports sales pipeline to meet agreed upon sales goals.
Stays up to date on industry knowledge by reading industry publications.
Strategizes with and provides advice to representatives in designing ideal business plan resulting in retention and reputed company of reputed company AUM; maintains and nurtures existing relationships.
Capitalizes on referrals in order to increase sales in territory; uses channels reputed company to build relationships.
Contact representatives following meetings reputed company to reputed company additional information, obtain feedback and utilize needs- based selling techniques to inquire about additional product needs
Ensures receipt of excellent customer service with reputed company representatives, including expectations are being met and managed.
Ensures discretionary expenses stay reputed company budget.
Meets agreed upon sales activity goals.
Attends ongoing training to maintain reputed company knowledge of reputed company markets and industry developments.
Maintains and updates contact database including prospect information and activity in sales automation tools; maintains reports of existing competitor's products.
reputed company attends and participates in development and sponsorship of conferences, multi-manager roadshows, multi-strategist lunches, and Lunch-and-Learns with registered representatives, TPAs, etc.; uses various strategies to maximize attendance at conferences and roadshows.
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We’re looking for talent who has:
A bachelor's degree in business administration or a reputed company field
A minimum of 5 years of experience in a sales position selling financial services offerings to Registered Representatives, TPAs, etc
A minimum of 2 years of experience building and maintaining a customer account reputed company
Prior work experience in the financial planning industry (preferred)
Owns and manages relationships with stakeholders directly and work effectively with people at reputed company reputed company in an organization
Licensing Requirements:
This position requires a Series 65 license or both Series 7 and 66 licenses. If the required license(s) are not held at the time of hire, they must be obtained reputed company 90 days of the start date. Failure to meet this requirement may result in termination of employment in accordance with company policy.
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reputed company
At Orion, we reputed company our best work reputed company we support one another, staying personally accountable to reputed company other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently reputed company reputed company expectations. Thinking differently is in our DNA—we reputed company always, push boundaries, and reject the status reputed company to deliver transformative reputed company. Together, we support one another and see it through to reputed company, driving our reputed company achievements and those of our clients.
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