Senior Outbound AdvisorChoice Consultant

🕒 2 days ago

🏛️ District of Columbia, New York, +3 more states – Remote

🏛️ District of Columbia – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🎸 Tennessee – Remote ⚔️ Virginia – Remote

💵 $75k - $150k / year

⏰ Full Time

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

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Raymond James

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1962

💸 Finance

Finance • Wealth Management • Investment Banking

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

• Plan and implement pursuit of strategic opportunities for business • Initiate a high volume of outbound calls to experienced financial advisors • Use a consultative approach to assist advisors in exploring affiliation options • Conduct follow-up calls and collaborate in the recruiting process • Act in a professional sales and marketing capacity to build relationships

🎯 Requirements

• Bachelor's degree and 3-5 years of relevant experience in business development, sales, or financial services • an equivalent combination of experience, education, and/or training approved by Human Resources • 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 • sourcing and developing sales prospects using a proprietary CRM • effective questioning and listening techniques, including handling of objections

🏖️ 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