Address
Form of work
SalaryOutbound AdvisorChoice Consultant-2401112
Description
Job Summary:
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, 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 Behaviors
We expect our associates at all levels to:
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.
Job Business Development
Primary Location US-RM-Remote-Remote
Organization Private Client Group
Schedule Full-time
Shift Day Job
Travel Yes, 5 % of the Time
Salary Range: CO, CA, DC, HI, IL, NJ, NY, WA (based on Education, Work Experience, and Geographic Location) 75000-80000
Eligible for Discretionary Bonus Yes
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