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Business Development

Orion Advisor Technology

Orion Advisor Technology

Sales & Business Development
Omaha, NE, USA
Posted on Wednesday, February 7, 2024

About this Opportunity:
As an Internal Business Development, you will assist in sales efforts to promote Orion Advisor Technology solutions to prospective Registered Investment Advisors/existing customers. This role works to increase sales within a region in partnership with the VP/SVP of Business Development to meet sales goals. Additionally, this position will work with industry partners and internal Orion employees to support sales efforts. 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:

  • Work closely with VP, Regional Sales in the territory to develop and execute appropriate business plan to maximize territorial sales, including assessing current state of assigned territory to identify opportunities for new business in order to maintain and further sales cycle

  • Develop relationships with Registered Investment Advisors (RIAs), industry partners and contacts to generate new prospects and to help develop their business

  • Receive incoming calls and answer questions accurately and professionally regarding Orion offerings

  • Maintain thorough understanding of all company products, including benefits and drawbacks, in order to advise RIAs on choosing correct Orion services

  • Provide website tours to RIAs to market and promote company products and services

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

  • Answer potential client questions and follow-up call questions

  • Reengage previous lost sales opportunities

  • Maintain accurate, up-to-date and detailed CRM database for the profiling of custodians and their sales teams, industry consultants and integration partners and other relationships, sales funnel, notes, calendar, appointments and other pertinent information

  • Attend and participate in development and sponsorship of conferences

  • Discuss and develop ideas with marketing department regarding new campaigns and new tools

  • Stay up to date on industry knowledge by reading industry publications

We're looking for talent who:

  • Knows Orion products and services and the marketplace, competitors, key partners, and the general financial industry

  • Has ability to provide exceptional customer service to ensure high customer satisfaction

  • Possess ability to develop public speaking skills to effectively host various presentations

  • Acts with professionalism and diplomacy when communicating with a client or partner

  • Has fundamental sales skills: negotiation and persuasion, up-selling, closing, follow-up, and networking in order to persuade others of the value of a product and/or service

  • Has minimum of a bachelor’s degree in Business Administration, Finance, or related role

  • Series 65 license (preferred)

  • Obtain Orion Industry Certification

  • Has minimum of 6 months of experience in in the Business Development role

  • 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.