Sr. Outbound AdvisorChoice Consultant

Raymond James • New York, NY

1d • $80,000 - $150,000 • Remote

About The Position

Plans and implements pursuit of strategic opportunities for a particular business or organization, for example, by cultivating partnerships and recruitment relationships with Financial Advisors. Job Summary: Under general direction, 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. Using a consultative approach, assist advisors to identify the best affiliation option for their practice and work to create next steps with our recruiting partners. Conduct follow-up calls, arrange next steps, and continue to collaborate in the recruiting process with the advisor(s) and all relationships on a proactive basis. Act in a professional sales and marketing capacity to build relationships and help meet firm, team, and individual goals. The opportunity is eligible for commission, in addition to the annual base salary.

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 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.
• Bachelor's degree and 3-5 years of relevant experience in business development, sales, or financial services.
• An equivalent combination of experience, education, and/or training approved by Human Resources.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level