Internal Sales Consultant
| Company | Orion |
|---|---|
| Location | Berwyn, PA, USA, Omaha, NE, USA, Florence, KY, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Has one year of customer service or inside sales experience
- Has experience working within the Financial Services industry
- Possess a Bachelor’s degree in Business Administration, Finance or related field
- Current Series 7 and 66 (or 63&65) licenses required or ability to obtain within 90 days of employment
- Obtain Orion Industry Certification
- Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
Responsibilities
- Work closely with the territory team to develop and execute an appropriate business plan to maximize territorial sales
- Develop relationships with Financial Advisors, industry partners and contacts to help develop their business
- Make proactive outbound calls to investigate potential sales
- Schedule quality appointments weekly for external wholesalers to meet with producing or potentially producing RIA’s
- Provide website tours to promote company products and services
- Assist RIA in analyzing information regarding their client’s financial information and history to recommend and determine appropriate investment strategies to meet their needs
- Serve as a product expert on our client-specific asset allocation portfolio solutions
- Assist sales and marketing teams in developing an effective strategy
Preferred Qualifications
-
No preferred qualifications provided.