Inbound AdvisorChoice Consultant

** Essential Duties and Responsibilities*
* + Receives incoming calls and emails from prospects and external recruiters for potential RJ Advisors.

+ Determines qualifications for each business model.

+ Determines the appropriate business model to make referrals.

+ Logs results into RJ Advisor Recruiting (ARC) database for the recruiter/manager.

+ Receives scheduled call in requests.

+ Receives incoming requests for information/Web Leads.

+ Identify protected inbound referrals where follow-up is required.

+ Send External Recruiter Rebound Referrals, Re-heat Referrals, Rebound Referrals, and Cross Referrals.

+ Set meetings for recruiters/managers.

+ Identifies expired inbound and outbound referrals, sends Home office Referrals to Outbound Consultants.

+ Cultivates relationships with external recruiters.

+ Cultivates relationship with recruiters/branch managers.

+ Promotes Referral Rewards.

+ Performs other duties and responsibilities as assigned.

** 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.

+ Answering inbound 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.