Inside Sales Pro: Financial Advisor Partnerships

raymondjames; Pittsburgh (Allegheny County); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Life insurance

Disability benefits

Retirement savings plan

Paid time off and holidays

Parental leave

Job summary

Raymond James in Pittsburgh seeks an Inside Sales Representative to broaden client relationships with financial advisors in a defined geography and to identify new business opportunities from our local office, coordinating with external partners and TriState Capital Bank offerings.

You will manage meetings, explain lending products, develop a disciplined outreach plan, assist with proposals and follow ups, and maintain product knowledge to help advisors grow assets while delivering outstanding

Qualifications

• Bachelor's degree in a Finance-related discipline.
• 1–3 years of financial services experience with goal achievement.
• Experience with a CRM platform such as Salesforce.
• Experience working with high net worth clients is a plus.

Responsibilities

• Collaborate with external sales partner / sales management in creating and implementing a business plan to expand our relationship with existing clients (financial advisors) and identify potential new clients (financial advisors).
• Coordinate meetings and/or calls with clients and their various financial advisors / staff to provide relationship management support services and initial loan application completion.
• Assist their external partner with scheduling key meetings in the territory to support territory management.
• Take the lead on certain aspects of the business plan, while also managing the follow-up for the efforts of external sales partner, which includes meeting follow ups, presentations, conference preparations, and sales kits.
• Present all TriState's product offerings to our clients to help them understand how we complement their business.
• Develop, implement, and maintain a drip marketing strategy to stay "Top of Mind" for lending opportunities in the region.
• Maintain a deep knowledge of product offerings and be able to conduct one on one meetings with advisors, deliver presentations, as well as conduct joint meetings with external partner in the field.

Education

Bachelor's in Finance

Bachelor's in Accounting

Bachelor's in Business Administration

Tools

Salesforce

MS Office (Excel, Word)

Job description

Raymond James in Pittsburgh seeks an Inside Sales Representative to broaden client relationships with financial advisors in a defined geography and to identify new business opportunities from our local office, coordinating with external partners and TriState Capital Bank offerings.

You will manage meetings, explain lending products, develop a disciplined outreach plan, assist with proposals and follow ups, and maintain product knowledge to help advisors grow assets while delivering outstanding