Jr. Outbound AdvisorChoice Consultant

Job Summary

Under specific direction, implements specialized recruiting knowledge and skills to initiate a high volume of outbound calls to experienced financial advisors with the goal of creating interest in exploring an affiliation with Raymond James. Comfort with setting meetings and ability to collaborate with both the Sr. Outbound AdvisorChoice Consultant and AdvisorChoice Consulting management team. Establish and maintain advisor relationships that lead to interest in connecting with their Sr. AdvisorChoice Consultant. Act in a professional sales and marketing capacity to build relationships and meet firm, team, and individual goals.

The opportunity is eligible for commission, in addition to the annual base salary.

Essential Duties And Responsibilities

• Initiate a high volume of outbound cold calls to advisors.
• Source experienced financial advisors and/or financial institutions interested in affiliating with Raymond James to meet specific recruiting goals.
• Make referrals based on the consultant’s analysis through a best fit business model profiling process including next step exploration.
• Set meetings for Sr ACC partners.
• Makes outbound calls to schedule, confirm and or follow-up after meetings have occurred.
• Cultivate relationships with all recruiting partners.
• Assist in the development of business development strategies.
• Performs other duties and responsibilities as assigned.
  
  

Qualifications:

Knowledge, Skills, And Abilities

Knowledge of

• Concepts, practices and procedures of business development in a financial services environment.
• Investment concepts, practices and procedures used in the securities industry.
• Principles of finance and securities industry operations.
• Financial markets and products.
  
  

Skill in

• Making a high volume of outbound cold calls and turning them into recruiting opportunities.
• Sourcing and developing sales prospects using a proprietary CRM.
• Cultivating business development strategies.
• Maintaining relationships with recruiting partners.
• Effective questioning and listening techniques.
• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases.
  
  

Ability to

• Familiarity with and ability to partner with other areas of the firm to accomplish objectives.
• Research, interpret, analyze and apply information about prospects.
• Organize, prioritize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels to accomplish objectives.
• Work independently as well as collaboratively within a team environment.
  
  

Educational/Previous Experience Requirements

Education/Previous Experience

• Associates Degree with a minimum of three (3) years business development or sales experience.
• Bachelor's degree preferred.
• OR ~
• An equivalent combination of experience, education, and/or training approved by Human Resources.
  
  

Licenses/Certifications

• None required.
  
  

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
  
  

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Job :

Business Development

Primary Location :

US-RM-Remote-Remote

Organization :

Private Client Group

Schedule :

Full-time

Shift :

Day Job

Travel :

No

Salary Range: CO, NY, CA, WA (based on Education, Work Experience, and Geographic Location)

65000-70000

Eligible for Discretionary Bonus :

Yes