Key skills
SalesforceSales
About this role
Role Overview
- Represent Orion in its sales efforts to promote its services to Registered Investment Advisors
- Increase sales within the region by supporting the VP, Regional Sales
- Cold calls and proactively hunts for new advisors
- Develop relationships with Independent Advisors, Registered Investment Advisors (RIAs)
- Logs activity in Salesforce and keeps up to date
- Maintain a thorough understanding of all company products
Requirements
- A Series 65 license or both Series 7 and 66 licenses must be obtained within 90 days of the start date
- Minimum of 2 years inside sales experience/ financial industry
- Bachelor of Science in Business Administration, Finance or related field required.
- Knowledge of financial services offerings and company policies and procedures
Benefits
- Excellent customer service
- Opportunity for personal and professional growth
- Working in a friendly and supportive environment