Outbound Financial Advisor Recruiter (Junior)

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

Job summary

Raymond James in the United States is seeking a recruiter to initiate outbound leads, develop affiliations with financial planning professionals, and recruit advisors to Raymond James Financial divisions. You will build relationships with internal and external customers to create new business and support firm growth.

In this role you will conduct outbound calls, set meetings, and collaborate with recruiting partners to expand the advisor network.

Qualifications

• One year experience in business development or sales and/or five years 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.
• Performs other duties and responsibilities as assigned.

Skills

Prospect Sourcing

Sales Strategy

Referral Development

Outbound Calling

Relationship Building

Questioning & Listening

Office Software Proficiency

Education

Bachelor’s degree in Business Administration

Bachelor’s degree in Marketing

Job description

Raymond James in the United States is seeking a recruiter to initiate outbound leads, develop affiliations with financial planning professionals, and recruit advisors to Raymond James Financial divisions. You will build relationships with internal and external customers to create new business and support firm growth.

In this role you will conduct outbound calls, set meetings, and collaborate with recruiting partners to expand the advisor network.