Raymond James Financial, Inc. Outbound AdvisorChoice Consultant in St. Petersburg, Florida
Under general direction uses specialized knowledge and skills obtained through education and experience to initiate outbound leads, proactively develop affiliations with advisor and/or financial planning professionals/organizations and to recruit advisors to Raymond James Financial divisions. Extensive contact with internal and external customers is required to establish and maintain relationships that lead to creating new business. Act in a professional sales and marketing capacity to help meet division goals.
Essential Duties and Responsibilities:
Initiates outbound sales calls, which may include cold calls to advisors and reviving existing warm prospects.
Sources and develops new investment advisor and/or financial planner affiliations to meet specific recruiting goals.
Determines the appropriate business model to make referrals.
Sets meetings for recruiters/managers.
Makes outbound calls to follow up meetings that have occurred.
Rebounds advisors to another business model based on advisor feedback and interest in affiliation options.
Assists in the development of business development strategies and generates leads.
Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities:
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.
Sourcing and developing sales prospects.
Developing business development strategies.
Maintaining and expanding referral sources.
Making outbound sales calls and turning them into sales opportunities.
Maintaining relationships with external recruiters.
Effective questioning and listening techniques.
Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Partner with other functional areas 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:
- Bachelor’s Degree from a four year college or university with one (1) year experience in business development or sales within the financial services industry.
- An equivalent combination of experience, education, and/or training approved by Human Resources.
- None required.
Job: Financial Planning
Primary Location: US-FL-St. Petersburg-Saint Petersburg
Organization RJA Administration
Job Shift Day Job
Travel Yes, 5 % of the Time
Req ID: 2100353
Raymond James Financial, Inc.
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