Job details

Business Development Consultant - job 1 of 2

About This Job

The Business Development position is 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.

Essential Functions of the Job

Cold calls and proactively hunts for new advisors from lists, campaigns and conferences for Orion Portfolio Solutions, Brinker Capital, Orion Custom Indexing and Orion OCIO. Proactively creates email campaigns in territory to find and develop potential clients.
Hunts for Orion Tech Clients to introduce them to Orion Custom Indexing and the tools associated with that.
Is responsible for traveling to, staying over night 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 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.
Develops relationships with Independent Advisors, Registered Investment Advisors (RIAs), industry partners and contacts to generate new prospects and to help develop their business.
Receives incoming calls and answers questions accurately and professionally regarding Orion Portfolio Solutions, Brinker Capital, Orion Custom Indexing and Orion OCIO.
Provides website tours to prospects to market and promote company products and services.
Contacts 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.
Reengage previous lost sales opportunities.
Attends and participates in development and sponsorship of conferences.
Assists 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.
Maintains Wholesaler database of contacts; updates information regularly, manages hubs in territory, runs reports, and adds contacts and leads to database.
Supports sales pipeline to meet agreed upon sales goals.
Discusses and develops ideas with marketing department regarding new campaigns and new tools

Education Needed to Perform the Job

Minimum of a Bachelor of Science in Business Administration, Finance or related field required
Must have financial series exams 7 and 66 or 7, 65 and 63 or obtain them within the first six months of employment.

Experience Needed to Perform the Job

Minimum of 2 years inside sales experience/ financial industry required.
Experience working within the Financial Services industry preferred.

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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.

8 jobs

INDUSTRY

Business Consulting

TEAM SIZE

1001-5000

LOCATION

Hybrid, based in Omaha, NE

DATE POSTED

August 4, 2023