Senior Outbound AdvisorChoice Consultant

This is a fully remote position, open to applicants in Florida, +2 more states.

📋 Description

• Initiate a substantial number of outbound sales calls, including cold outreach to seasoned financial advisors.

• Maintain engagement with current prospects alongside recruiting partners.

• Identify experienced financial advisors and financial institutions interested in partnering with Raymond James.

• Employ a consultative approach to determine the most suitable affiliation option for each advisor's practice.

• Provide referrals based on a comprehensive analysis of the best-fit business model and exploration of next steps.

• Arrange meetings for recruiters and management.

• Schedule, confirm, and follow up on meetings.

• Recognize alternative business models based on feedback from advisors.

• Foster relationships with recruiting partners.

• Assist in crafting business development strategies.

• Collaborate proactively with advisors, recruiting partners, and other stakeholders throughout the recruitment process.

• Perform additional assigned duties and responsibilities.

⛳️ Requirements

• Bachelor’s degree with 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.

• Understanding of business development within a financial services context.

• Familiarity with investment concepts, securities industry practices, finance, securities operations, financial markets, and products.

• Experience in sourcing and developing sales prospects utilizing a proprietary CRM.

• Capability to make a high volume of outbound cold calls and successfully convert them into recruitment opportunities.

• Proficient in effective questioning, listening, and objection-handling techniques.

• Competence with standard office equipment and software for correspondence, reports, electronic communication, spreadsheets, and databases.

• Ability to research, interpret, analyze, and apply information about prospects.

• Skill in managing multiple detailed tasks while adapting to changing priorities and deadlines.

• Strong oral and written communication skills.

• Ability to work both independently and collaboratively.

🏝️ Benefits

• Commission eligibility in addition to an annual base salary.

• Medical, dental, and vision benefits.

• Life insurance.

• Critical illness insurance.

• Accident insurance.

• Disability benefits.

• Retirement savings.

• Paid time off, including vacation, holidays, and sick leave.

• Parental leave.