Junior Outbound Consultant

Job not on LinkedIn

🔥 1 minute ago

💵 $55k - $110k / year

⏰ Full Time

🟢 Junior

💼 Consultant

🚫👨‍🎓 No degree required

Where this job comes from

Posted on Raymond James's careers page ↗Raymond James's careers page, not through a job board

First seen by Remote Rocketship 1 minute ago

Apply Now
Logo of Raymond James

Raymond James

10,000+ employees

Founded 1962

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Raymond James is a global financial services firm that offers a comprehensive range of investment solutions including wealth management, asset management, and investment banking services. The firm specializes in providing tailored financial planning and investment advice to individuals and institutions, with a focus on retirement planning, estate management, and financial education. Backed by a strong team of financial advisors and industry expertise, Raymond James is committed to helping clients achieve their financial goals through personalized services.

📋 Description

• Initiate outbound sales calls, including cold calls and reviving warm prospects • Source experienced financial advisors and financial institutions interested in affiliating with Raymond James • Make referrals based on best-fit business model analysis • Set meetings for recruiters and managers • Schedule, confirm, and follow up after meetings • Identify additional business models based on prospective advisor feedback and affiliation interests • Cultivate relationships with recruiting partners • Assist in developing business development strategies • Support sales teams with opportunity identification, prospecting, and meeting scheduling • Perform other assigned duties

🎯 Requirements

• One (1) year experience in business development or sales and/or five (5) years’ experience in financial services • Equivalent combination of experience, education, and/or training approved by Human Resources • Knowledge of business development in a financial services environment • Knowledge of investment concepts, securities industry practices, financial markets, and products • Skill in sourcing and developing sales prospects • Skill in developing business development strategies • Skill in maintaining and expanding referral sources • Skill in making outbound sales calls and turning them into sales opportunities • Skill in maintaining relationships with internal and external partners • Effective questioning, listening, coachability, and objection-handling skills • Ability to operate standard office equipment and required software applications • Ability to research, interpret, analyze, and apply prospect information • Ability to organize, prioritize, manage, and track multiple detailed tasks in a fast-paced environment • Effective oral and written communication skills • Ability to work independently and collaboratively • Bachelor’s Degree preferred

🏖️ Benefits

• Medical, dental, and vision • Life insurance • Critical illness insurance and accident insurance • Disability benefits • Retirement savings • Paid time off, including vacation, holidays, and sick leave • Parental leave • Remote workstyle • Minimal travel, including semi-annual or annual trips to the Home Office in St. Petersburg, FL

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