Sr. Outbound AdvisorChoice Consultant

The role involves sourcing and recruiting experienced financial advisors to Raymond James through outbound calls, relationship building, and strategic business development, with a focus on financial services and securities industry knowledge.

Location: Remote

Salary: $75,000.00-$150,000.00

Responsibilities

• Initiates a high volume of outbound sales calls, including cold calls to advisors and keeping existing prospects engaged with their recruiting partners.
• Sources experienced financial advisors and/or financial institutions interested in affiliating with Raymond James to meet specific recruiting goals.
• Makes referrals based on the consultant’s analysis of a best fit business model profiling process including next step exploration.
• Sets meetings for recruiters/managers.
• Makes outbound calls to schedule, confirm and or follow-up after meetings have occurred.
• Identifies other business models based on advisor feedback and in consultation with their recruiting partners.
• Cultivates relationships with all recruiting partners.
• Assists in the development of business development strategies.
• Performs other duties and responsibilities as assigned.

Requirements

• Bachelor's degree and 3-5 years of relevant experience in business development, sales, or financial services.
• An equivalent combination of experience, education, and/or training approved by Human Resources.

Benefits

• Eligible for commission in addition to base salary.
• Benefits may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

Additional Information

• The total compensation includes base salary or wages, and may include additional components such as bonuses or commissions.
• Workstyle is remote.
• Travel less than 25%.