Note: The job is a remote job and is open to candidates in USA. Raymond James is a financial services firm seeking an experienced Outbound AdvisorChoice Consultant. The role initiates high-volume outbound calls to experienced financial advisors, identifies suitable affiliation options, sets meetings, cultivates recruiting relationships, and supports business development strategies.
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
- Assists in the development of business development strategies
- Performs other duties and responsibilities as assigned
Skills
- **Knowledge, Skills, and Abilities:** **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. **Skill 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 degree and 3-5 years of relevant experience in business development, sales, or financial services. ~or~ • An equivalent combination of experience, education, and/or training approved by Human Resources. **Education** Bachelor's: Business Administration, Bachelor's: Marketing **Work Experience** General Experience - 3 to 6 years **Travel** Less than 25% **Workstyle** Remote
Benefits
- Eligible for commission, in addition to the annual base salary.
- 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 workstyle
Company Overview