About this Opportunity :

As an Advisor Growth Consultant, you will be responsible for representing Orion in its sales efforts to promote its managed account platform to Independent Financial Advisors and Registered Investment Advisors.

This position works to increase sales within region by further developing advisors with under $5 Million AUM and increasing share of wallet.

As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

In this role, you’ll get to :

Execute territory sales plans through virtual means resulting in increase in sales of both core and qualified plan assets, 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. advisor studios, as applicable

Strategize with and provides advice to representatives in designing ideal business plan resulting in retention and growth of current AUM;

maintain and nurture existing relationships

Capitalize on referrals in order to increase sales in territory; use channels efficiently to build relationships

Contact representatives following meetings virtually 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 focus representatives, including expectations are being met and managed

Ensure discretionary expenses 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; maintain reports of existing competitor's products

Virtually attend and participate in development and sponsorship of conferences, multi-manager roadshows, multi-strategist lunches, and Lunch-and-Learns with registered representatives, TPAs, etc.

use various strategies to maximize attendance at conferences and roadshows

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

We’re looking for talent who has :

A bachelor's degree in business administration or a related field

Current Investment Adviser Representative license (Series 65 or Series 7 & 66) or obtain within the first 30 days of employment

A minimum of 5 years of experience in a sales position selling financial services offerings to Registered Representatives, TPAs, etc

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

Prior work experience in the financial planning industry (preferred)

Ability to obtain our Orion Industry Certification

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Last updated : 2024-04-26