Sr. Outbound AdvisorChoice Consultant

About the role

This experienced role uses specialized recruiting knowledge and skills to initiate a high volume of outbound calls to experienced financial advisors with the goal of creating interest in exploring an affiliation with Raymond James.

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.
• Affords assistance in the development of business development strategies.
• Performs other duties and responsibilities as assigned.

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.
• Educational/Previous Experience Requirements:
• Bachelor's: Business Administration, Bachelor's: Marketing
• General Experience - 3 to 6 years

Compensation

Please note, the salary range listed is total compensation opportunity. The compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

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.

To view more details of the benefits offered, visit Myrjbenefits.com.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.