Sales Development Associate - Bethesda, MD

Responsibilities

• Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information.
• Participates in professional organizations and activities to expand network of business contacts.
• Establishes and maintains a prospect database.
• Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals.
• Aids in developing product-oriented positioning documents, product profiles, competitive analysis, and other content for web sites, marketing materials, and seminars.
• Gathers, analyzes, interprets, and distributes information on sales trends, product demand, and marketing strategies for assigned products.
• Supports marketing programs and assists others in developing a clear, compelling, and differentiated message and position for assigned products.
• Attends advisor and client seminars, product road shows, branch presentations, conference calls, point of sale support, and other sales functions on behalf of the financial advisors.
• Executes business development strategies on behalf of the branch.
• Gathers information and data on prospects to be used in the sales process.
• Follows up with financial advisors to ensure high-quality service delivery.

Requirements

• Bachelor’s degree and three years’ experience in the financial services industry, preferably including related experience in marketing or sales in a financial planning, investment management, or other financial services environment ~or~ An equivalent combination of experience, education and/or training as approved by Human Resources.
• Licenses SIE required provided that an exemption or grandfathering cannot be applied Series 7 Due to pay transparency, our roles auto-populate with Federal minimums. However, the office has determined the appropriate range for this position to be $70,000.00 to $120,000.00 base salary.

Qualifications

Education: Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience: General Experience - 3 to 6 years

Skills

Certifications: s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Benefits

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

Workstyle

Hybrid

Company Culture

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We Expect Our Associates At All Levels To Grow professionally and inspire others to do the same.