Inbound AdvisorChoice Consultant

Raymond James•Saint Petersburg, FL

1d•Hybrid

About The Position

Under general direction uses specialized knowledge and skills obtained through education and experience to generate and follow up on inbound referrals. Extensive contact with internal and external customers is required to establish and maintain relationships that lead to assist PCG recruiting efforts. Acts in a professional sales and marketing capacity to help meet division goals. Job Description Essential Duties and Responsibilities Receives incoming calls and emails from prospects and external recruiters for potential RJ Advisors. Determines qualifications for each business model. Determines the appropriate business model to make referrals. Logs results into RJ Advisor Recruiting (ARC) database for the recruiter/manager. Receives scheduled call in requests. Receives incoming requests for information/Web Leads. Identify protected inbound referrals where follow-up is required. Send External Recruiter Rebound Referrals, Re-heat Referrals, Rebound Referrals, and Cross Referrals. Set meetings for recruiters/managers. Identifies expired inbound and outbound referrals, sends Home office Referrals to Outbound Consultants. Cultivates relationships with external recruiters. Cultivates relationship with recruiters/branch managers. Promotes Referral Rewards. Performs other duties and responsibilities as assigned. 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. Developing business development strategies. Maintaining and expanding referral sources. Answering inbound sales calls and turning them into sales opportunities. Maintaining relationships with external recruiters. Effective questioning and listening techniques. Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases. Ability to Partner with other functional areas to accomplish objectives. Research, interpret, analyze and apply information about prospects. Organize, prioritize, 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 from a four year college or university with one (1) year experience in business development or sales within the financial services industry. OR ~ An equivalent combination of experience, education, and/or training approved by Human Resources. Education Bachelor’s: Business Administration, Bachelor’s: Marketing Work Experience Certifications Travel Less than 25% Workstyle Hybrid 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 • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-TG1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.

Requirements

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.
Developing business development strategies.
Maintaining and expanding referral sources.
Answering inbound sales calls and turning them into sales opportunities.
Maintaining relationships with external recruiters.
Effective questioning and listening techniques.
Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Ability to Partner with other functional areas to accomplish objectives.
Research, interpret, analyze and apply information about prospects.
Organize, prioritize, 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.
Bachelor’s Degree from a four year college or university with one (1) year experience in business development or sales within the financial services industry.
OR ~ An equivalent combination of experience, education, and/or training approved by Human Resources.

Responsibilities

Receives incoming calls and emails from prospects and external recruiters for potential RJ Advisors.
Determines qualifications for each business model.
Determines the appropriate business model to make referrals.
Logs results into RJ Advisor Recruiting (ARC) database for the recruiter/manager.
Receives scheduled call in requests.
Receives incoming requests for information/Web Leads.
Identify protected inbound referrals where follow-up is required.
Send External Recruiter Rebound Referrals, Re-heat Referrals, Rebound Referrals, and Cross Referrals.
Set meetings for recruiters/managers.
Identifies expired inbound and outbound referrals, sends Home office Referrals to Outbound Consultants.
Cultivates relationships with external recruiters.
Cultivates relationship with recruiters/branch managers.
Promotes Referral Rewards.
Performs other duties and responsibilities as assigned.