Junior Outbound Advisor & Recruitment Consultant

Raymond James; New Jersey; Remote; USD 55,000 - 110,000; Full time

Job summary

Raymond James is seeking a focused sales professional to initiate outbound leads and develop affiliations with financial planning professionals. You will recruit advisors to Raymond James Financial divisions, maintaining relationships with internal and external customers to create new business opportunities.

Travel is minimal and compensation includes base salary with potential bonuses and commissions. This role emphasizes professional sales, strategy development and collaboration across teams.

Qualifications

• One year experience in business development or sales and/or five years' experience in financial services.
• Bachelor’s Degree preferred.

Responsibilities

• Initiates outbound sales calls, including cold calls to advisors and reviving existing warm prospects within their recruiting team.
• Sources experienced financial advisors and/or financial institutions interested in affiliating with Raymond James to meet specific recruiting goals.
• Makes referrals based on the consultant's analysis of a best fit business model profiling process including next step exploration.
• Sets meetings for recruiters/managers.
• Makes outbound calls to schedule, confirm and/or follow-up after meetings have occurred.
• Through a consultative process with their team and prospective advisor candidates, identifies other business models based on advisor feedback and interest in affiliation options.
• Cultivates relationships with all recruiting partners.
• Assists in the development of business development strategies.

Skills

Sales prospecting

Outbound calls

Relationship management

Communication

Negotiation

Education

Bachelor's degree in Business Administration

Bachelor's degree in Marketing

Tools

CRM software

Office software

Job description

Raymond James is seeking a focused sales professional to initiate outbound leads and develop affiliations with financial planning professionals. You will recruit advisors to Raymond James Financial divisions, maintaining relationships with internal and external customers to create new business opportunities.

Travel is minimal and compensation includes base salary with potential bonuses and commissions. This role emphasizes professional sales, strategy development and collaboration across teams.