Job Description Summary
The Inside Sales Representative (ISR) will broaden our existing client relationships and seek new business opportunities in a defined geography while working from our Pittsburgh offices. Successful candidates will proactively contact financial advisors to assist them in implementing TriState Capital Bank strategies, in particular, the Bank’s securities-based loan products. Inside Sales Representatives act as a critical link between resources available at the corporate offices of TriState and their external sales partners towards the achievement of sales goals.Job Description
Primary Functions of the Position:
- Collaborate with external sales partner / sales management in creating and implementing a business plan to expand our relationship with existing clients (financial advisors) and identify potential new clients (financial advisors)
- Coordinate meetings and/or calls with clients and their various financial advisors / staff to provide relationship management support services and initial loan application completion
- Assist their external partner with scheduling key meetings in the territory to support territory management
- Take the lead on certain aspects of the business plan, while also managing the follow-up for the efforts of external sales partner, which includes meeting follow ups, presentations, conference preparations, and sales kits
- Present all TriState’s product offerings to our clients to help them understand how we complement their business
- Develop, implement, and maintain a drip marketing strategy to stay “Top of Mind” for lending opportunities in the region
- Maintain a deep knowledge of product offerings and be able to conduct one on one meetings with advisors, deliver presentations, as well as conduct joint meetings with external partner in the field
Education and Experience Requirements:
- Bachelor’s Degree in a Finance-related discipline
- 1-3 years of financial services experience, including previous experience in financial sales or client services with demonstrated achievement of goals
- Experience with a CRM platform such as Salesforce
- Experience working with high net worth clients and top-producing advisors / agents is a plus
Essential Skills and Abilities:
- Excellent communication and interpersonal skills
- General knowledge of insurance, banking, lending, and financial marketplace a plus
- Strong prospecting and customer services skills
- Ability to use independent judgement and critical thinking
- Proficient in MS Office, specifically Excel and Word
- Entrepreneurial: Willingness to make independent decisions and improve processes that contribute to the territory business objectives
- Creativity: Develops innovative ways to demonstrate to our client’s best practices in implementing Tristate strategies and help them identify investment opportunities
- Competitiveness: Motivated by being in a professionally competitive atmosphere
- Curiosity: Interested in understanding capital markets and how individual investors utilize asset management/banking products to achieve their financial goals
- Ethical: Unwavering commitment to doing what is right for the client and for the company
Education
Work Experience
Certifications
Travel
Less than 25%Workstyle
ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Skills Required
- Bachelor's degree in Finance, Accounting, Business Administration, or another finance-related discipline
- 1 to 3 years of financial services experience
- Previous experience in financial sales or client services with demonstrated achievement of goals
- Experience with a CRM platform such as Salesforce
- Proficiency in Microsoft Office, specifically Excel and Word
- Experience working with high-net-worth clients and top-producing advisors or agents
- Excellent communication and interpersonal skills
- Strong prospecting and customer service skills
- General knowledge of insurance, banking, lending, and financial markets
- Ability to exercise independent judgment and critical thinking
What We Do
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
