4 дня назад
Sr. Outbound AdvisorChoice Consultant (Financial Services)
75 000 - 150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr. Outbound AdvisorChoice Consultant (Financial Services): Building recruiting opportunities with experienced financial advisors through high-volume outbound outreach and consultative affiliation discussions with an accent on prospect sourcing, business-model analysis, and relationship development. Focus on converting cold calls into recruiting opportunities, coordinating meetings with recruiters, and developing business development strategies in the securities industry.
Location: Remote, New York, United States
Salary: $75,000–$150,000 annual total compensation opportunity, plus potential commission.
Company
operates in financial services and the securities industry.
What you will do
- Make a high volume of outbound and cold calls to experienced financial advisors and financial institutions.
- Source prospects interested in affiliating with and create recruiting opportunities.
- Use a consultative approach to identify suitable affiliation options and recommend next steps.
- Schedule meetings, conduct follow-ups, and coordinate the recruiting process with advisors, recruiters, managers, and other partners.
- Maintain relationships with recruiting partners and contribute to business development strategies.
Requirements
- Bachelor’s degree in business administration, marketing, or a related field, or an equivalent combination of education, training, and experience.
- 3–5 years of relevant experience in business development, sales, or financial services.
- Knowledge of investment concepts, financial markets, financial products, securities operations, and business development practices.
- Experience sourcing sales prospects with a CRM and conducting high-volume outbound cold calls.
- Strong questioning, listening, objection-handling, research, analysis, organization, and communication skills.
- Ability to work independently and collaboratively in a fast-paced environment with changing priorities.
Culture & Benefits
- Remote workstyle with less than 25% travel.
- Commission eligibility in addition to the annual base salary.
- Potential benefits include medical, dental, vision, life, disability, critical illness, and accident insurance.
- Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
- Guiding behaviors include developing, collaborating, deciding, delivering, and improving, supported by client-first, integrity, independence, and long-term values.
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