About this Opportunity :

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

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

LI-AP1

LI-Onsite

LI-Hybrid

Last updated : 2024-05-15