Remote Outbound Advisor Recruiter for Financial Services

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

Job summary

Raymond James is seeking a development-focused professional to initiate outbound leads, recruit advisors, and build affiliations to expand Raymond James Financial divisions. You will establish relationships with internal and external customers and help meet firm recruiting goals while acting in a professional sales and marketing capacity.

The role involves sourcing prospects, scheduling meetings, and collaborating with recruiters to identify and pursue new business opportunities across the firm.

Qualifications

• One (1) year experience in business development or sales and/or five years in financial services.
• Bachelor’s Degree preferred.
• Travel: Minimal, including trips to Home Office in St. Petersburg, FL.

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 recruiting goals.
• Makes referrals based on analysis of best-fit business model profiling.
• Sets meetings for recruiters/managers.
• Makes outbound calls to schedule, confirm and follow-up after meetings.
• Identifies other business models based on advisor feedback and interest in affiliation options.
• Cultivates relationships with recruiting partners.
• Assists in development of business development strategies.

Skills

Sales prospecting

Business development

Relationship building

Outbound calls

Communication

Education

Bachelor’s completed: Business Administration

Bachelor’s completed: Marketing

Job description

Raymond James is seeking a development-focused professional to initiate outbound leads, recruit advisors, and build affiliations to expand Raymond James Financial divisions. You will establish relationships with internal and external customers and help meet firm recruiting goals while acting in a professional sales and marketing capacity.

The role involves sourcing prospects, scheduling meetings, and collaborating with recruiters to identify and pursue new business opportunities across the firm.