Saint Petersburg, FL, 33747, USA
18 hours ago
Sr. Outbound AdvisorChoice Consultant
**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. **Essential Duties and 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. **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 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.
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