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Orion · 1 week ago

Internal Sales Consultant (10a-7p CT)

Omaha, NE

Full-time

Onsite

Entry Level

1+ years exp

Orion is a company that focuses on maximizing business relationships in the financial services industry. The Internal Sales Consultant will work closely with a territory team to develop business plans, maintain relationships with Financial Advisors, and drive sales activities to achieve targets.

AccountingFinancial ServicesTrading Platform

Responsibilities

Work closely with the territory team to develop and execute an appropriate business plan to maximize territorial sales, including assessing current state of assigned territory to identify opportunities for new business in order to maintain and further sales cycle

Develop and maintain relationships with Financial Advisors, their office staff, industry partners and contacts to help develop their business

Establish a thorough understanding of the investment management industry and utilizes this knowledge to position our products and services effectively

Assist advisors in closing end-investor business

Make proactive outbound calls to investigate or identify potential sales opportunities

Schedule quality appointments weekly for your Senior Advisor Consultant, Advisor Growth Consultant, or Business Development Consultant to meet with producing or potentially producing Registered Investment Advisors (RIAs) and Financial Advisors

Receive incoming calls via sales queue and answers questions accurately and professionally

Maintain accurate records of sales activities, advisor profiles and sales opportunities in Salesforce

Follow-up on appointments with your territory team, conference leads and referrals of qualified representatives to uncover business opportunities and accelerate sales process

Provides website tours/demos to promote company products and services

Assist advisors in analyzing their client's investment objectives to recommend and determine appropriate investment strategies to meet their needs

Serve as a product expert on our technology tools and investment solutions. Keep advisors apprised of market and product changes, and enhancements

Promote company sponsored events and maximizes time with clients during the event

Participate in leading breakout or round table discussions regarding Brinker and Orion strategies during representative visits and company sponsored meetings

Develop and implement targeted sales campaigns to drive sales

Maintain thorough understanding of all strategies and model to assist advisors on choosing correct models to meet client needs

Read daily, weekly, and quarterly commentary produced by internal Portfolio Management team and participates in internal education

Understand how the OPS and Brinker products differ from the competition and determine the most effective sales strategies

Handle any issues or challenges that arise with financial advisors and advocate to resolution

Monitor sales performance and activity metrics and adjust meet sales goal and key performance indicators

Qualification

Sales experienceFinancial Services knowledgeSeries 65 licenseSalesforce proficiencyBusiness administration degreeCustomer service skillsRelationship managementCommunication skills

Required

Has one year of customer service or inside sales experience

Has experience working within the Financial Services industry

Possess a bachelor's degree in business administration, Finance or related field

Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

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

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