Orion

Growth Consultant

Orion

full-time

Posted on:

Location Type: Remote

Location: Missouri • Ohio • United States

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About the role

  • Execute territory sales plans through virtual and in-person strategies to drive increased sales of core and qualified plan assets
  • Represents Orion and its products to advisors knowledgeably enabling advisors to identify benefits of Orion products
  • Travel to, staying overnight to work industry conferences in the region to find new opportunities
  • Works closely with Senior Advisor Consultants to develop and execute business plans to maximize territorial sales
  • Logs activity in Salesforce and keeps updates to support sales pipeline
  • Attends ongoing training to maintain knowledge of all markets and industry developments

Requirements

  • A bachelor's degree in business administration or a related field
  • 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)
  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
  • Licensing Requirements: A Series 65 license or both Series 7 and 66 licenses required to be obtained within 90 days of the start date
Benefits
  • Flexible work arrangements
  • Ongoing training to maintain current knowledge of all markets and industry developments
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales strategiesbusiness planscustomer account managementfinancial services salespipeline management
Soft Skills
relationship managementcommunicationcollaborationorganizational skillsadaptability
Certifications
Series 65 licenseSeries 7 licenseSeries 66 license