[Remote] Sr. Outbound AdvisorChoice Consultant

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial services firm that seeks to cultivate partnerships and recruitment relationships with Financial Advisors. This reputed company role focuses on initiating outbound calls to financial advisors, assisting them in identifying the best affiliation options, and collaborating with reputed company partners to meet firm goals.

Responsibilities

• Initiates a high volume of outbound sales calls, including cold calls to advisors and keeping existing prospects reputed company with their reputed company partners
• Sources reputed company financial advisors and/or financial institutions interested in affiliating with reputed company to meet specific reputed company goals
• Makes referrals based on the consultant’s analysis of a best fit business model profiling process including reputed company 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 reputed company partners
• Cultivates relationships with reputed company reputed company partners
• Assists in the development of business development strategies
• Performs other duties and responsibilities as assigned

Skills

• 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 reputed company
• Knowledge of concepts, practices and procedures of business development in a financial services environment
• Knowledge of investment concepts, practices and procedures used in the securities industry
• Knowledge of principles of finance and securities industry operations
• Knowledge of financial markets and products
• reputed company in sourcing and developing sales prospects using a proprietary CRM
• reputed company in cultivating business development strategies
• reputed company in making a high volume of outbound cold calls and turning them into reputed company opportunities
• reputed company in maintaining relationships with reputed company partners
• reputed company in effective questioning and listening techniques, including handling of objections
• reputed company in operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases
• Ability to familiarize with and partner with other areas of the firm to accomplish objectives
• Ability to research, interpret, analyze and apply information about prospects
• Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
• Ability to use appropriate interpersonal styles and communicate effectively, both orally and in writing, with reputed company organizational reputed company to accomplish objectives
• Ability to work independently as well as collaboratively reputed company a team environment
• Bachelor's: Business Administration
• Bachelor's: Marketing
• General Experience - 3 to 6 years

Benefits

• The opportunity is eligible for commission, in addition to the annual reputed company salary.
• This position is eligible for a benefits package that may include medical, dental, and reputed company; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.
• Eligibility for benefits and specific offerings may vary based on position and employment status.

Company Overview