What are the responsibilities and job description for the Internal Sales Consultant position at Orion?
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.
For External Candidates
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Berwyn, PA; Sacramento, CA; Chandler, AZ; or Lehi, UT.
For Internal Candidates
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.
In This Role, You’ll Get To
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
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.
For External Candidates
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Berwyn, PA; Sacramento, CA; Chandler, AZ; or Lehi, UT.
For Internal Candidates
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.
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
- 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
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
