Growth Consultant

Orion

Advisor Growth Consultant driving sales of Orion's managed account platform to Independent Financial Advisors. Responsible for territory sales plans, client relationships, and industry event attendance.

Posted 4/30/2026full-timeMissouri, Ohio • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Execute territory sales plans through virtual and in-person strategies to drive increased sales of core and qualified plan assets, as well as ensure the retention of these assets to achieve sales goals.
Represents Orion and its products to advisors knowledgeably and effectively enabling advisors to clearly identify benefits of Orion products relative to its competitors; cross-sells products, e.g. advisor studios, as applicable.
Is responsible for traveling to, staying overnight to work industry conferences in the region to find new opportunities for their territory and other territories that may have opportunities at the conference.
Works closely with Senior Advisor Consultants in the territory to develop and execute appropriate business plan to maximize territorial sales, including assessing current state of assigned territory to identify opportunities for new business in order to maintain and further sales cycle.
Logs activity in Salesforce and keeps up to date.
Supports sales pipeline to meet agreed upon sales goals.
Stays up to date on industry knowledge by reading industry publications.
Strategizes with and provides advice to representatives in designing ideal business plan resulting in retention and growth of current AUM; maintains and nurtures existing relationships.
Capitalizes on referrals in order to increase sales in territory; uses channels efficiently to build relationships.
Contact representatives following meetings virtually to provide additional information, obtain feedback and utilize needs-based selling techniques to inquire about additional product needs.
Ensures receipt of excellent customer service with focus representatives, including expectations being met and managed.
Ensures discretionary expenses stay within budget.
Meets agreed upon sales activity goals.
Attends ongoing training to maintain current knowledge of all markets and industry developments.
Maintains and updates contact database including prospect information and activity in sales automation tools; maintains reports of existing competitor's products.
Virtually attends and participates in development and sponsorship of conferences, multi-manager roadshows, multi-strategist lunches, and Lunch-and-Learns with registered representatives, TPAs, etc.; uses various strategies to maximize attendance at conferences and roadshows.

Requirements

What you’ll need

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: This position requires a Series 65 license or both Series 7 and 66 licenses. If the required license(s) are not held at the time of hire, they must be obtained within 90 days of the start date. Failure to meet this requirement may result in termination of employment in accordance with company policy.

Benefits

Comp & perks

Excellent customer service with focus representatives, including expectations being met and managed.
Ensures discretionary expenses stay within budget.
Attends ongoing training to maintain current knowledge of all markets and industry developments.
Maintains and updates contact database including prospect information and activity in sales automation tools; maintains reports of existing competitor's products.
Partners with Marketing in development of campaigns, newsletters, quarterly market reviews and sharing of ideas.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

sales strategiesneeds-based selling techniquescustomer account managementsales pipeline managementterritory sales planningbusiness plan developmentsales activity trackingfinancial services salesrelationship managementcustomer service

Soft Skills

communicationinterpersonal skillsorganizational skillsstrategic thinkingcollaborationadvisory skillsproblem-solvingcustomer relationship buildingfeedback utilizationbudget management

Certifications

Series 65 licenseSeries 7 licenseSeries 66 licensebachelor's degree in business administrationfinancial planning certification