Note: The job is a remote job and is open to candidates in USA. Raymond James is a financial services firm focused on delivering high-quality solutions to clients. The Director of Business Development will manage relationships with financial advisors and retirement plan specialists to generate revenue and meet sales goals within a designated territory.
Responsibilities
- Responsible for building and maintaining relationships with financial advisors to generate revenue within a specific territory
- Identify, qualify and engage with retirement plan specialist advisors in territory
- Build mutually beneficial, long-term business relationships with retirement plan specialist advisors in territory
- Assists with educating financial advisors on the benefits of offered services for their clients through individual or group meetings presentations, including branch visits, seminars, and conferences/trade shows
- Developing and implementing business plans for the territory to deliver on sales goals
- Presents sales activities at weekly meetings
- Maintains activity logs using Salesforce to create and maintain financial advisor profile levels and data on current and proposed sales activity
- Achieve territory sales goals
- Manages expense account within allotted budget
- Performs other duties and responsibilities as assigned
Skills
- Bachelor's Degree (B.A.) in Finance or related field and a minimum two (2) years of experience in the financial services industry
- Five (5) years of experience in the retirement plan services industry in strongly preferred
- Fundamental concepts, principles and practices of the company sponsored retirement plan industry
- How to build trusted relationships with partners and financial advisors
- Identifying the needs of plan sponsors through effective questioning and listening techniques
- Supporting advisors in efforts to grow their business
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
- Preparing and delivering clear, convincing, and professional sales presentations to small and large audiences
- Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner
- Analyzing business processes and identifying process improvement opportunities
- Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets
- Represent the company in a highly professional manner
- Organize, prioritize, and manage tasks and projects to complete work efficiently
- Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals
- Develop and maintain effective working relationships with team members, internal partners, and external parties
- Assimilate and prioritize strategies into operational guidelines
- Work independently as well as collaboratively within a team environment
- Establish clear directions and priorities
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.
- Remote
Company Overview