Senior Advisor Consultant

Job summary
Senior Advisor ConsultantResponsible for representing Orion in sales effortsPromote managed account platform to Independent Financial Advisors and Registered Investment Advisors
Job seniority: mid-to-senior level
Responsibilities
• Collaborate with sales management in development, implementation, and execution of territory sales plans• Represent Orion and its products to advisors knowledgeably and effectively• Strategize with and provide advice to representatives in designing ideal business plan• Capitalize on referrals to increase sales in territory• Contact representatives following onsite visits to provide additional information and obtain feedback• Ensure excellent customer service with focus representatives• Monitor and analyze daily/weekly/quarterly sales goals and activity reports• Ensure discretionary expenses and travel stay within budget• Attend ongoing training to maintain current knowledge of markets and industry developments• Maintain and update contact database and reports of existing competitor's products• Attend and participate in conferences, roadshows, lunches, and sponsorships• Partner with Marketing in development of campaigns and newsletters
Requirements
• Minimum 5 years of experience in a field-based territory sales position selling financial services offerings• Minimum 2 years of experience building and maintaining a customer account base• Experience in the financial planning industry• Minimum Bachelor's degree in Business Administration or related field• Current Series 65 license• Obtain Orion Industry Certification• Ability to own and manage relationships• Ability to work effectively with people at all levels in an organization
Key Skills Needed
• Sales• Relationship building• Financial planning• Customer service• Analytical skills
Benefits
• Healthcare benefits from Day 1• Student loan repayment• Paid parental leave• Paid sabbaticals• Free access to financial planning• PAWternity leave• Rewards and recognition