Outbound AdvisorChoice Consultant-2401112
Description
Job Summary
Under general direction uses specialized knowledge and skills obtained through education and experience to initiate outbound leads, proactively develop affiliations with advisor and/or financial planning professionals/organizations and to recruit advisors to Raymond James Financial divisions. Extensive contact with internal and external customers is required to establish and maintain relationships that lead to creating new business. Act in a professional sales and marketing capacity to help meet division goals.
Essential Duties and Responsibilities
Initiates outbound sales calls, which may include cold calls to advisors and reviving existing warm prospects.
Sources and develops new investment advisor and/or financial planner affiliations to meet specific recruiting goals.
Determines the appropriate business model to make referrals.
Sets meetings for recruiters/managers.
Makes outbound calls to follow up meetings that have occurred.
Rebounds advisors to another business model based on advisor feedback and interest in affiliation options.
Assists in the development of business development strategies and generates leads.
Performs other duties and responsibilities as assigned.
Qualifications
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.
Making outbound 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.
Licenses/Certifications
None required.
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels toAt 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.
Job
Business Development
Primary Location
US-RM-Remote-Remote
Organization
Private Client Group
Schedule
Full-time
Shift
Day Job
Travel
Yes, 5 % of the TimeSalary Range CO, CA, DC, HI, IL, NJ, NY, WA (based on Education, Work Experience, and Geographic Location)75000-80000Eligible for Discretionary BonusYes#LI-TG1