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Senior Advisor Consultant

Orion Advisor Technology

Orion Advisor Technology

This job is no longer accepting applications

See open jobs at Orion Advisor Technology.
Multiple locations
Posted on Tuesday, January 9, 2024

About this Opportunity:

As a Senior Advisor 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 the top ~20% of clients and increasing share of wallet. The Senior Advisor Consultant will coordinate and align all activities within for the Regional Team to achieve the agreed upon goals of the territory. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

In this role, you’ll get to:

  • Collaborate with sales management in development, implementation and execution of territory sales plans resulting in increase in sales of both core and qualified plan assets, as well as retention of those same assets to achieve sales goals

  • Represent Orion and its products to advisors knowledgeably and effectively enabling advisors to clearly identify benefits of Orion products relative to its competitors; cross-sell products, e.g. advisor studios, as applicable

  • Strategize with and provide advice to representatives in designing ideal business plan resulting in retention and growth of current AUM; maintain and nurture existing relationships

  • Capitalize on referrals in order to increase sales in territory; use channels efficiently to build relationships

  • Contact representatives following onsite visits to provide additional information, obtain feedback and utilize needs- based selling techniques to inquire about additional product needs

  • Ensure receipt of excellent customer service with focus representatives, including expectations are being met and managed

  • Monitor, complete and analyze daily/weekly/quarterly sales goals and activity reports to ensure accuracy and to inform sales management of activities within territory in a timely manner

  • Ensure discretionary expenses and travel stay within budget

  • Meet agreed upon sales activity goals

  • Attend ongoing training to maintain current knowledge of all markets and industry developments

  • Maintain and update contact database including prospect information and activity in sales automation tools; maintain reports of existing competitor's products

  • Attend and participate in development and sponsorship of conferences, multi-manager roadshows, multi-strategist lunches, and Lunch-and-Learns with registered representatives, TPAs, etc.; use various strategies to maximize attendance at conferences and roadshows

  • Partner with Marketing in development of campaigns, newsletters, quarterly market reviews and sharing of ideas

We’re looking for talent who:

  • Has a minimum of 5 years of experience in a field-based territory sales position selling financial services offerings to Registered Representatives, TPAs, etc.

  • Has a minimum of 2 years of experience building and maintaining a customer account base

  • Possess experience in the financial planning industry

  • Has a minimum of a Bachelor's degree in Business Administration or related field

  • Current Series 65 license

  • Obtain Orion Industry Certification

  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization




About Us

As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.

Unique offerings include healthcare benefits start on Day 1, student loan repayment, paid parental leave, paid sabbaticals, free access to best-in-class financial planning, "PAWternity" leave, rewards and recognition, and more.

This job is no longer accepting applications

See open jobs at Orion Advisor Technology.