Key Facts

Remote From:

Indiana (USA) , Michigan (USA) , Ohio (USA)

Freelance

Senior (5-10 years)

English

Hard Skills

Other Skills

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Communication
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Time Management
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Teamwork
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Customer Service
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Strategic Thinking
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Relationship Management

Roles & Responsibilities

Bachelor's degree in business administration or a related field.
Minimum 5 years of experience in a sales role selling financial services to Registered Representatives, TPAs, etc.
Minimum 2 years of experience building and maintaining a customer account base.
Licensing: Series 65 license or Series 7 and 66 licenses required within 90 days of start date.

Requirements:

Execute territory sales plans (virtual and in-person) to drive increased sales of core and qualified plan assets, retain assets to meet sales goals, and clearly communicate Orion's benefits to advisors; cross-sell products as applicable.
Travel to regional industry conferences (including overnight stays) to identify new opportunities for the territory and potentially for other territories; work with Senior Advisor Consultants to develop and execute the territory business plan.
Log activity in Salesforce and keep CRM up to date; manage the sales pipeline to meet goals; support retention and growth of current AUM; utilize needs-based selling and follow up after meetings with representatives.
Collaborate with Marketing to develop campaigns, newsletters, and events; participate in conferences, roadshows, and Lunch-and-Learns to maximize attendance; maintain relationships with stakeholders and ensure discretionary expenses stay within budget.

Orion

Financial Services

About Orion

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7

Company type: Large

Industry: Financial Services

Founded: 2018

Company size: 1001 - 5000

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Job description

About this Opportunity:
As an Advisor Growth Consultant, you will be responsible for representing Orion in its sales efforts to promote its managed account platform to Independent Financial Advisors and Registered Investment Advisors. This position works to increase sales within region by further developing advisors with under $5 Million AUM and increasing share of wallet. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

For External Candidates: This is a territory based position covering IN, MI and OH. You are required to live in territory.

Essential Functions of the Job

Execute territory sales plans through virtual and in-person strategies to drive increased sales of core and qualified plan assets, as well as ensure the retention of these assets to achieve sales goals
Represents Orion and its products to advisors knowledgeably and effectively enabling advisors to clearly identify benefits of Orion products relative to its competitors; cross-sells products, e.g. advisor studios, as applicable.
Is responsible for traveling to, staying overnight 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 Senior Advisor Consultants 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.
Logs activity in Salesforce and keeps up to date.
Supports sales pipeline to meet agreed upon sales goals.
Stays up to date on industry knowledge by reading industry publications.
Strategizes with and provides advice to representatives in designing ideal business plan resulting in retention and growth of current AUM; maintains and nurtures existing relationships.
Capitalizes on referrals in order to increase sales in territory; uses channels efficiently to build relationships.
Contact representatives following meetings virtually to provide additional information, obtain feedback and utilize needs- based selling techniques to inquire about additional product needs
Ensures receipt of excellent customer service with focus representatives, including expectations are being met and managed.
Ensures discretionary expenses stay within budget.
Meets agreed upon sales activity goals.
Attends ongoing training to maintain current knowledge of all markets and industry developments.
Maintains and updates contact database including prospect information and activity in sales automation tools; maintains reports of existing competitor's products.
Virtually attends and participates in development and sponsorship of conferences, multi-manager roadshows, multi-strategist lunches, and Lunch-and-Learns with registered representatives, TPAs, etc.; uses various strategies to maximize attendance at conferences and roadshows.
Partners with Marketing in development of campaigns, newsletters, quarterly market reviews and sharing of ideas.

We’re looking for talent who has:

A bachelor's degree in business administration or a related field
A minimum of 5 years of experience in a sales position selling financial services offerings to Registered Representatives, TPAs, etc
A minimum of 2 years of experience building and maintaining a customer account base
Prior work experience in the financial planning industry (preferred)
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Licensing Requirements:

This position requires a Series 65 license or both Series 7 and 66 licenses. If the required license(s) are not held at the time of hire, they must be obtained within 90 days of the start date. Failure to meet this requirement may result in termination of employment in accordance with company policy.

* Sales Role required to live in Territory

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About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.