Senior Outbound AdvisorChoice Consultant

🔥 18 hours ago

🗽 New York, North Carolina, +2 more states – Remote

🗽 New York – Remote 🌲 North Carolina – Remote 🎸 Tennessee – Remote ⚔️ Virginia – Remote

💵 $75k - $150k / year

⏰ Full Time

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Raymond James

WebsiteLinkedInAll Job Openings

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 a high volume of outbound sales calls, including cold calls to experienced financial advisors • Keep existing prospects engaged with recruiting partners • Source experienced financial advisors and/or financial institutions interested in affiliating with Raymond James • Analyze best-fit business models and make referrals • Set meetings for recruiters and managers • Schedule, confirm, and follow up after meetings • Identify other business models based on advisor feedback and consultation with recruiting partners • Cultivate relationships with recruiting partners • Assist in developing business development strategies • Collaborate proactively with advisors, recruiting partners, and firm relationships • Build relationships and help meet firm, team, and individual goals • Perform other assigned duties

🎯 Requirements

• Bachelor's degree and 3-5 years of relevant experience in business development, sales, or financial services • Equivalent combination of experience, education, and/or training approved by Human Resources • Knowledge of business development concepts, practices, and procedures in a financial services environment • Knowledge of investment concepts, practices, and procedures used in the securities industry • Knowledge of finance principles and securities industry operations • Knowledge of financial markets and products • Experience sourcing and developing sales prospects using a proprietary CRM • Ability to make a high volume of outbound cold calls and turn them into recruiting opportunities • Effective questioning and listening techniques, including handling objections • Proficiency with standard office equipment and software for correspondence, reports, electronic communication, spreadsheets, and databases • Ability to research, interpret, analyze, and apply information about prospects • Ability to organize, manage, and track multiple detailed tasks and assignments in a fast-paced environment • Effective oral and written communication with all organizational levels • Ability to work independently and collaboratively within a team environment • Travel less than 25%

🏖️ Benefits

• Commission eligibility in addition to annual base salary • Medical, dental, and vision benefits • Life insurance • Critical illness insurance • Accident insurance • Disability benefits • Retirement savings • Paid time off, including vacation, holidays, and sick leave • Parental leave