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Internal Sales Consultant

Orion Advisor Technology

Orion Advisor Technology

Sales & Business Development
Multiple locations
Posted on Wednesday, May 8, 2024

About this Opportunity:
​​​As an Advisor Consultant, you will be responsible for serving as a strategic partner in developing and maximizing business relationships in an assigned territory for Orion. This individual will also be responsible for increasing recruitment and sales activity in partnership with the external. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. ​​

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Omaha, NE, Berwyn, PA, Sacramento, CA, Hebron, KY, Chandler, AZ, Provo, UT, or Idaho Falls, ID.

In this role, you’ll get to:

  • Work closely with the territory team to develop and execute an appropriate business plan to maximize territorial sales

  • Develop relationships with Financial Advisors, industry partners and contacts to help develop their business

  • Make proactive outbound calls to investigate potential sales

  • Schedule quality appointments weekly for external wholesalers to meet with producing or potentially producing RIA's

  • Provide website tours to promote company products and services

  • Assist RIA in analyzing information regarding their client's financial information and history to recommend and determine appropriate investment strategies to meet their needs

  • Serve as a product expert on our client-specific asset allocation portfolio solutions

  • Assist sales and marketing teams in developing an effective strategy

We’re looking for talent who:

  • Has one year of customer service or inside sales experience

  • Has experience working within the Financial Services industry

  • Possess a Bachelor's degree in Business Administration, Finance or related field

  • Current Series 7 and 66 (or 63&65) licenses required or ability to obtain within 90 days of employment

  • 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.