Sr. Outbound AdvisorChoice Consultant

Essential Duties And Responsibilities

• Initiates a high volume of outbound sales calls, including cold calls to advisors and keeping existing prospects engaged with their recruiting partners.
• Sources experienced financial advisors and/or financial institutions interested in affiliating with Raymond James to meet specific recruiting goals.
• Makes referrals based on the consultant’s analysis of a best fit business model profiling process including next step exploration.
• Sets meetings for recruiters/managers.
• Makes outbound calls to schedule, confirm and or follow-up after meetings have occurred.
• Identifies other business models based on advisor feedback and in consultation with their recruiting partners.
• Cultivates relationships with all recruiting partners.
• Aids in the development of business development strategies.

Qualifications

• Knowledge Of Concepts, practices and procedures of business development in a financial services environment.
• Investment concepts, practices and procedures used in the securities industry.
• Principles of finance and securities industry operations.
• Financial markets and products.
• Skills In Sourcing and developing sales prospects using a proprietary CRM.
• Cultivating business development strategies.
• Making a high volume of outbound cold calls and turning them into recruiting opportunities.
• Maintaining relationships with recruiting partners.
• Effective questioning and listening techniques, including handling of objections.
• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Ability To Familiarity with and ability to partner with other areas of the firm to accomplish objectives.
• Research, interpret, analyze and apply information about prospects.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels to accomplish objectives.
• Work independently as well as collaboratively within a team environment.

Qualifications (continued)

• Education Bachelor’s: Business Administration, Bachelor’s: Marketing
• Work Experience General Experience - 3 to 6 years
• Certifications

Compensation

• Salary Range $75,000.00-$150,000.00
• Travel Less than 25%

Workstyle

• Remote