Senior Outbound Advisor Choice Consultant - Remote

Overview

The Senior Outbound Advisor Choice Consultant is responsible for planning and implementing strategic opportunities by cultivating partnerships and recruitment relationships with Financial Advisors, utilizing specialized recruiting knowledge to engage experienced financial advisors.

In Short

• Initiates high volume outbound sales calls to financial advisors.
• Sources experienced financial advisors for affiliation opportunities.
• Conducts follow-up calls and arranges next steps with recruiting partners.
• Acts in a professional sales and marketing capacity.
• Identifies business models based on advisor feedback.
• Maintains relationships with recruiting partners.
• Develops business development strategies.
• Collaborates with team members to achieve goals.
• Utilizes a proprietary CRM for managing prospects.
• Eligible for commission in addition to base salary.

Requirements

• Bachelor's degree in Business Administration or Marketing.
• 3-5 years of experience in business development or sales.
• Knowledge of financial services and investment concepts.
• Ability to handle objections and maintain relationships.
• Strong organizational and multitasking skills.
• Effective communication skills, both oral and written.
• Experience with CRM software.
• Ability to work independently and collaboratively.
• Research and analytical skills.
• Familiarity with financial markets and products.

Benefits

• Competitive salary with commission opportunities.
• Professional development opportunities.
• Supportive and inclusive company culture.
• Networking groups and community involvement.
• Commitment to diversity and inclusion.
• Comprehensive benefits package.
• Flexible work environment.
• Opportunities for career growth.
• Work-life balance initiatives.
• Access to resources for financial well-being.