Advisor Growth Consultant

About this Opportunity: 
​​​As an Advisor Growth Consultant, you will be responsible for representing Orion in its sales efforts to promote its managed account platform to Independent Financial Advisors and Registered Investment Advisors. This position works to increase sales within region by further developing   advisors with under $5 Million AUM and increasing share of wallet. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. 
 

Location Status:
It is anticipated that an incumbent in this role will work in a territory-based capacity, requiring regular travel within an assigned region to support business needs. This is a territory-based position covering MI, IN and OH. The incumbent is expected to reside within or near the designated territory to effectively perform in the role.

Internal candidates located within or near the assigned territory may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

• Execute territory sales plans through virtual and in-person strategies to drive increased sales of core and qualified plan assets, as well as ensure the retention of these assets to achieve sales goals

• Represents Orion and its products to advisors knowledgeably and effectively enabling advisors to clearly identify benefits of Orion products relative to its competitors; cross-sells products, e.g. advisor studios, as applicable.

• Is responsible for traveling to, staying overnight to work industry conferences in the region to find new opportunities for their territory and other territories that may have opportunities at the conference.

• Works closely with Senior Advisor Consultants in the territory to develop and execute appropriate business plan to maximize territorial sales, including assessing current state of assigned territory to identify opportunities for new business in order to maintain and further sales cycle.

• Logs activity in Salesforce and keeps up to date.

• Supports sales pipeline to meet agreed upon sales goals.

• Stays up to date on industry knowledge by reading industry publications.

• Strategizes with and provides advice to representatives in designing ideal business plan resulting in retention and growth of current AUM; maintains and nurtures existing relationships.

• Capitalizes on referrals in order to increase sales in territory; uses channels efficiently to build relationships.

• Contact representatives following meetings virtually to provide additional information, obtain feedback and utilize needs- based selling techniques to inquire about additional product needs

• Ensures receipt of excellent customer service with focus representatives, including expectations are being met and managed.

• Ensures discretionary expenses stay within budget.

• Meets agreed upon sales activity goals.

• Attends ongoing training to maintain current knowledge of all markets and industry developments.

• Maintains and updates contact database including prospect information and activity in sales automation tools; maintains reports of existing competitor's products.

• Virtually attends and participates in development and sponsorship of conferences, multi-manager roadshows, multi-strategist lunches, and Lunch-and-Learns with registered representatives, TPAs, etc.; uses various strategies to maximize attendance at conferences and roadshows.

• Partners with Marketing in development of campaigns, newsletters, quarterly market reviews and sharing of ideas.

We’re looking for talent who has: 

• A bachelor's degree in business administration or a related field 

• A minimum of 5 years of experience in a sales position selling financial services offerings to Registered Representatives, TPAs, etc

• A minimum of 2 years of experience building and maintaining a customer account base 

• Prior work experience in the financial planning industry (preferred) 

• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization 

Licensing Requirements:

• This position requires a Series 65 license or both Series 7 and 66 licenses. If the required license(s) are not held at the time of hire, they must be obtained within 90 days of the start date. Failure to meet this requirement may result in termination of employment in accordance with company policy.

* Sales Role required to live in Territory

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About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.

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