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Orion · 1 day ago

Business Development Consultant OAT

Greater Sacramento

Full-time

Hybrid

Mid Level

3+ years exp

Orion is a company focused on supporting one another and exceeding client expectations. As a Business Development Consultant OAT, you will be responsible for promoting Orion's services to Registered Investment Advisors, obtaining new clients, and growing existing client revenue through effective sales strategies.

AccountingFinancial ServicesTrading Platform

Responsibilities

Collaborate with sales management in development, implementation and execution of territory sales plans resulting in increase in sales, as well as retention of those same assets to achieve sales goals

Represent Orion and its products to advisors knowledgeably and effectively enabling advisors to clearly identify benefits of Orion products relative to its competitors; cross-sells products, e.g. OCIO, as applicable

Develop new revenue opportunities and capitalizes on referrals in order to increase sales in territory; uses channels efficiently to build relationships

Contact advisors following onsite visits and demonstrations to provide additional information, obtain feedback and utilize needs- based selling techniques to inquire about additional product needs

Ensure receipt of excellent customer service with advisors, including expectations are being met and managed

Create and maintain critical contact relationships with firms involved in the distribution to the same market for referrals or institutional clients such as clearing firms, trust companies, compliance firms, technical advisors

Monitor, complete and analyze daily/weekly/quarterly sales goals and activity reports to ensure accuracy and to inform sales management of activities within territory in a timely manner

Ensure discretionary expenses and travel stay within budget

Meet agreed upon sales activity goals

Attend ongoing training to maintain current knowledge of all markets and industry developments

Maintain and update contact database including prospect information and activity in sales automation tools; maintains reports of existing competitor's products

Attend and participate in development and sponsorship of conferences

Partner with Marketing in development of campaigns, newsletters, quarterly market reviews and sharing of ideas

Qualification

Sales skillsSeries 65 licenseFinancial services knowledgeBachelor's degreeTerritory sales experienceCustomer relationship managementNetworkingFollow-up skillsLeadership skillsNegotiationPersuasion

Required

Has excellent knowledge of financial services offerings and company policies and procedures, including advanced knowledge of Registered Investment Advisory/Wealth Management Practice management initiatives

Possess demonstrated ability to interact, listen, influence and partner in a professional and engaging manner with high-level decision-makers

Has leadership skills to provide a positive work environment, which encourages and expects teamwork, motivation, efficiency and maximum utilization of staff skills

Possess strong sales skills required: negotiation and persuasion, up-selling, closing, follow-up, relationship building and networking in order to persuade others of the value of a product/solution

Has minimum of a bachelor's degree in Business Administration, or related field

This position requires a Series 65 license or both Series 7 and 66 licenses. If the required license(s) are not held at the time of hire, they must be obtained within 90 days of the start date. Failure to meet this requirement may result in termination of employment in accordance with company policy

Has minimum of 3 years of experience in a field-based territory sales position selling financial services offerings to Registered Investment Advisors

Has minimum of 2 years of experience building and maintaining a customer account base

Preferred

Preferably has experience in the financial planning industry

Sales Role preferred to live in Territory

Company

Orion

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.

Founded in 1999

Omaha, Nebraska, USA

1001-5000 employees