About this Opportunity:
The Internal Sales Consultant is responsible for serving as a strategic partner in developing and maximizing business relationships in an assigned territory for Orion. The Internal Consultant is responsible for increasing recruitment and sales activity in partnership with the territory team which includes the Senior Advisor Consultant (SAC), Advisor Growth Consultant (AGC) and Business Development Consultant (BDC).
Location Status:
It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.
Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location 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.
In this role, you’ll get to:
Work closely with the territory team to develop and execute an 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.
Develop and maintain relationships with Financial Advisors, their office staff, industry partners and contacts to help develop their business.
Establish a thorough understanding of the investment management industry and utilizes this knowledge to position our products and services effectively.
Assist advisors in closing end-investor business.
Make proactive outbound calls to investigate or identify potential sales opportunities.
Schedule quality appointments weekly for your Senior Advisor Consultant, Advisor Growth Consultant, or Business Development Consultant to meet with producing or potentially producing Registered Investment Advisors (RIAs) and Financial Advisors.
Receive incoming calls via sales queue and answers questions accurately and professionally.
Maintain accurate records of sales activities, advisor profiles and sales opportunities in Salesforce.
Follow-up on appointments with your territory team, conference leads and referrals of qualified representatives to uncover business opportunities and accelerate sales process.
Provides website tours/demos to promote company products and services.
Assist advisors in analyzing their client's investment objectives to recommend and determine appropriate investment strategies to meet their needs.
Serve as a product expert on our technology tools and investment solutions. Keep advisors apprised of market and product changes, and enhancements.
Promote company sponsored events and maximizes time with clients during the event.
Participate in leading breakout or round table discussions regarding Brinker and Orion strategies during representative visits and company sponsored meetings.
Develop and implement targeted sales campaigns to drive sales.
Maintain thorough understanding of all strategies and model to assist advisors on choosing correct models to meet client needs.
Read daily, weekly, and quarterly commentary produced by internal Portfolio Management team and participates in internal education.
Understand how the OPS and Brinker products differ from the competition and determine the most effective sales strategies.
Handle any issues or challenges that arise with financial advisors and advocate to resolution.
Monitor sales performance and activity metrics and adjust meet sales goal and key performance indicators.
We’re looking for talent who:
Has one year of customer service or inside sales experience
Has experience working within the Financial Services industry
Possess a bachelor's degree in business administration, Finance or related field
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.
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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.
Recommended Skills:
Business Development, Client-Centric, Effective Communication, Innovation, Sales, Sales Objectives, Technical Proficiency, Time Management, Work CollaborativelyOrion Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Orion and has not been reviewed or approved by Orion.
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Leave & Time Off Breadth — Feedback suggests paid parental leave, “pawternity” leave, and a paid sabbatical every seven years create generous time‑off options. The sabbatical is described as extended time away with additional spending money.
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Healthcare Strength — Health benefits are said to start on the first day of employment, with wellness support including an on‑site gym at the Omaha headquarters. This indicates dependable access to core coverage from day one.
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Retirement Support — A 401(k) plan with a 50% company match on contributions up to 6% and access to financial planning technology are highlighted. These features provide tangible support for long‑term financial security.
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What We Do
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7
