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About this Opportunity :
As an Advisor Consultant, you will be responsible for serving as a strategic partner in developing and maximizing business relationships in an assigned territory for Orion.
This individual will also be responsible for increasing recruitment and sales activity in partnership with the external.
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 :
Work closely with the territory team to develop and execute an appropriate business plan to maximize territorial sales
Develop relationships with Financial Advisors, industry partners and contacts to help develop their business
Make proactive outbound calls to investigate potential sales
Schedule quality appointments weekly for external wholesalers to meet with producing or potentially producing RIA's
Provide website tours to promote company products and services
Assist RIA in analyzing information regarding their client's financial information and history to recommend and determine appropriate investment strategies to meet their needs
Serve as a product expert on our client-specific asset allocation portfolio solutions
Assist sales and marketing teams in developing an effective strategy
We’re looking for talent who :
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
Current Series 7 and 66 (or 63&65) licenses required or ability to obtain within 90 days of employment
Obtain Orion Industry Certification
LI-AP1
LI-Onsite
LI-Hybrid
Last updated : 2024-03-22
Full Time
IT Outsourcing & Consulting
$46k-65k (estimate)
03/24/2024
04/11/2024
orioninc.com
EDISON, NJ
1,000 - 3,000
1993
ANTHONY MITCHELL
$50M - $200M
IT Outsourcing & Consulting
NetRD Bilgi Teknolojileri ve Telekomnikasyon A.S, is now part of Orion Innovation Group... Orion is a leading digital transformation and product development services firm that provides business solutions rooted in Digital Strategy, Experience Design, and Engineering, delivering transformative business transformation and product development for our clients. With a unique combination of agility, scale and maturity, Orion is headquartered in Edison, NJ and has a team of over 4,750 associates in 9 major delivery centers across the Americas, Europe, and APAC. Our mission is to be an agile and trust...ed partner for business transformation initiatives, providing deep emerging technology, digital design and domain expertise. Orion has served Fortune 1,000 enterprises for over 25 years with clients across financial services, professional services, telecommunications and media, automotive, industrial automation, professional sports and entertainment, life sciences, ecommerce and education. The Wall Street Journal recently spoke to Raj and published a story on the recent acquisition of Tekmark Global Solutions. Read the article here: https://webreprints.djreprints.com/57342.html
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