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Raymond James · 3 days ago

Sales Development Associate - Bethesda, MD

Bethesda, MD

Full-time

Hybrid

Entry Level

2+ years exp

Raymond James is a financial services firm that supports financial advisors in developing client pipelines. The Sales Development Associate will be responsible for initiating sales calls, maintaining a prospect database, and supporting marketing programs to help financial advisors meet their sales goals.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information

Participates in professional organizations and activities to expand network of business contacts

Establishes and maintains a prospect database

Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals

Assists in developing product oriented positioning documents, product profiles, competitive analysis and other content for web sites, marketing materials and seminars

Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies for assigned products

Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for assigned products

Participates in advisor and client seminars, product road shows, branch presentations, conference calls, point of sale support, and other sales functions on behalf of the financial advisors

Executes business development strategies on behalf of the branch

Gathers information and data on prospects to be used in the sales process

Follows-up with financial advisors to ensure high quality service delivery

Performs other duties and responsibilities as assigned

Qualification

Business developmentSales prospectingFinancial services knowledgeSIE certificationSeries 7 certificationDatabase managementCustomer servicePresentation skillsTeam collaborationEffective communication

Required

Bachelor's Degree (B.A.) from a four year college or university with a minimum of two (2) years of experience in marketing or sales in a financial planning, investment management or other financial services environment

SIE required provided that an exemption or grandfathering cannot be applied

Series 7 required

General Experience - 13 months to 3 years