Sr. Outbound AdvisorChoice Consultant

Under general direction, this experienced role uses specialized recruiting knowledge and skills to initiate a high volume of outbound calls to experienced financial advisors with the goal of creating interest in exploring an affiliation with Raymond James. Using a consultative approach, assist advisors to identify the best affiliation option for their practice and work to create next steps with our recruiting partners. Conduct follow-up calls, arrange next steps, and continue to collaborate in the recruiting process with the advisor(s) and all relationships on a proactive basis. Act in a professional sales and marketing capacity to build relationships and help meet firm, team, and individual goals.

The opportunity is eligible for commission, in addition to the annual base salary.

Essential Duties and Responsibilities:

·         Initiates a high volume of outbound sales calls, including cold calls to advisors and keeping existing prospects engaged with their recruiting partners.

·         Sources experienced financial advisors and/or financial institutions interested in affiliating with Raymond James to meet specific recruiting goals.

·         Makes referrals based on the consultant’s analysis of a best fit business model profiling process including next step 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 recruiting partners.

·         Cultivates relationships with all recruiting partners.

·         Assists in the development of business development strategies.

·         Performs other duties and responsibilities as assigned.

Qualifications

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 using a proprietary CRM.

·         Cultivating business development strategies.

·         Making a high volume of outbound cold calls and turning them into recruiting opportunities.

·         Maintaining relationships with recruiting partners.

·         Effective questioning and listening techniques, including handling of objections.

·         Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Ability to:

·         Familiarity with and ability to partner with other areas of the firm to accomplish objectives.

·         Research, interpret, analyze and apply information about prospects.

·         Organize, 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 and 3-5 years of relevant experience in business development, sales, or financial services.

~or~

• An equivalent combination of experience, education, and/or training approved by Human Resources.