Remote Outbound Advisor & Recruitment Consultant

Raymond James

Washington

Remote

USD 55,000 - 110,000

Full time

16 hours ago
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Job summary

Raymond James Financial seeks an energetic recruiter/sales professional to initiate outbound leads, proactively develop affiliations with advisor and/or 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 help meet firm goals.

The role requires outbound calls, meeting scheduling, collaboration with recruiting partners, travel to the Home Office in St.

Qualifications

  • One year of experience in business development or sales and/or five years of financial services experience.
  • Bachelor’s Degree preferred.
  • Equivalent combination of experience, education, and/or training approved by HR.

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 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

Sourcing and developing sales prospe c
Developing business development"
Maintaining and expanding referral s o
Making outbound sales calls and tu rns
Maintaining relationships with inter n
Effective questioning and listening te
Proficiency with office software and d

Education

Bachelor’s degree preferred (Business Administration or Marketing)

Tools

CRM software

Job description

Raymond James Financial seeks an energetic recruiter/sales professional to initiate outbound leads, proactively develop affiliations with advisor and/or 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 help meet firm goals.

The role requires outbound calls, meeting scheduling, collaboration with recruiting partners, travel to the Home Office in St.

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