Sr. Outbound AdvisorChoice Consultant

Location: New York

## Sr. Outbound Advisor Choice Consultant Apply locations:
Remote New York - United States:
Remote Virginia - United States:
Remote Tennessee - United States:
Remote North Carolina - United States:
Remote District of Columbia - United Statestime type:
Full time posted on:
Posted Todayjob requisition :
R-0011497
** Job Description Summary
** 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 Description
***
* 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.
** Compensation:
** Please note, the salary range listed is total compensation opportunity.
** Education
* * Bachelor’s:
Business Administration, Bachelor’s:
Marketing
** Work Experience
** General Experience - 3 to 6 years
**…