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Advisor Growth Consultant

Orion Advisor Technology

Orion Advisor Technology

Sales & Business Development
Multiple locations
Posted on Tuesday, June 4, 2024

About this Opportunity:
​​​As an Advisor Growth 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 advisors with under $5 Million AUM and increasing share of wallet. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

** Sales Role required to live in Territory--- IL, MO, WI**

In this role, you’ll get to:

  • Execute territory sales plans through virtual means 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-sells products, e.g. advisor studios, as applicable

  • Strategize with and provides 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 meetings virtually 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

  • Ensure discretionary expenses 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

  • Virtually 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 bachelor's degree in business administration or a related field

  • Current Investment Adviser Representative license (Series 65 or Series 7 & 66) or obtain within the first 30 days of employment

  • A minimum of 5 years of experience in a sales position selling financial services offerings to Registered Representatives, TPAs, etc

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

  • Prior work experience in the financial planning industry (preferred)

  • Ability to obtain our 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.