Job details

Business Development Consultant - job 2 of 2

About this Opportunity:

As a Business Development Consultant on the Sales & Account Management Team, you will be responsible for representing Orion in its sales efforts to promote its services to Registered Investment Advisors. This position works to increase sales within region by supporting the VP, Regional Sales’ efforts to develop, qualify, and maintain new and existing relations through various territory management activities, as well as provides assistance in placing assets under management with Orion. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

In this role, you’ll get to:

Work closely with VP, Regional Sales 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

Develop relationships with Independent Advisors, Registered Investment Advisors (RIAs), industry partners and contacts to generate new prospects and to help develop their business
Receive incoming calls and answer questions accurately and professionally regarding Orion offerings
Provide website tours to prospects to market and promote company products and services
Contact advisors following onsite visits and demonstrations to provide additional information, obtain feedback and utilize needs- based selling techniques to inquire about additional product needs
Answer potential client questions and follow-up call questions

Re-engage previous lost sales opportunities
Ensure receipt of excellent customer service with advisors, including expectations are being met and managed
Attend and participate in development and sponsorship of conferences
Assist VP, Regional Sales and Marketing Teams in developing an effective strategy, including key players and message delivered, to maximize time with prospects during sponsored trade shows
Log activity in Salesforce and keep up to date

Maintain Wholesaler database of contacts; update information regularly, manage hubs in territory, run reports, and add contacts and lead to database
Support sales pipeline to meet agreed upon sales goals
Discuss and develop ideas with marketing department regarding new campaigns and new tools
Maintain thorough understanding of all company products, including benefits and drawbacks, in order to advise Advisors on choosing correct Orion services
Stay up to date on industry knowledge by reading industry publications

We’re looking for talent who:

Has knowledge of financial services offerings and company policies and procedures, including knowledge of Registered Investment Advisory/Wealth Management Practice management initiatives
Has experience working within the Financial Services industry
Has minimum of six months of customer service or inside sales experience

Possess minimum of a Bachelor of Science in Business Administration, Finance or related field
Obtain Orion Industry Certification
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

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About Us

As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.

Unique offerings include healthcare benefits start on Day 1, student loan repayment, paid parental leave, paid sabbaticals, free access to best-in-class financial planning, "PAWternity" leave, rewards and recognition, and more.

Orion Advisor Technology Glassdoor Company Review

4.1

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CEO of Orion Advisor Technology

Eric Clarke

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By Orion Advisor Technology

Orion’s mission is to enable fiduciary advisors to operationalize their vision for success. We do so by delivering best-in-class technology, empowering advisors to innovate, disrupt, and win.

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INDUSTRY

Business Consulting

TEAM SIZE

1001-5000

LOCATION

Hybrid, based in Omaha, NE

DATE POSTED

August 4, 2023