About this Opportunity:
As a Sales Coordinator, you will be managing and coordinating various sales activities to support the sales organization in exceeding their sales goals and KPI metrics. The Sales Coordinator will play a key role in supporting a number of sales-related processes. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
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 sales territory team to prepare proposals, account comparisons or reports needed to support winning sales opportunities
Establish an understanding of the investment management industry by reading the investment commentary, listen to podcasts and know the supporting marketing materials
Assist the Director of Inside Sales with special projects or initiatives
Maintain and update information in Salesforce
Make proactive outbound calls to assist the sales team in promoting webinars, campaigns, conferences, etc.
Study to get the SIE, Series 7 and Series 66
Career path to an Advisor Sales Consultant
If licensed, receive incoming calls via sales queue and answers questions accurately and professionally
Promote company sponsored events
Assist with marketing and/or sales lists to ensure CRD is populated and ready to import into a campaign for the sales team
Create presentations for the executive and leadership team showcasing sales figures and metrics.
Evaluate client statements and create spreadsheets with positions to do account comparisons and proposals
Maintain thorough understanding of all company products, including benefits and drawbacks, in order to advise representatives on choosing correct product to meet client needs
Read daily, weekly, and quarterly commentary produced by internal Portfolio Management team and participates in internal education
Learn about the strategist partners, help ensure sales maps are up to date and schedule updates for the sales team
Update strategist availability for new RIA’s added to the system
Build training calendars for new hires based on Director of Inside Sales direction
We’re looking for talent who:
Has a minimum of 6 months experience in customer service or inside sales – preferably in the financial services industry
Has a Bachelors degree in Business Administration, Finance, or a 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:
Client-Centric, Effective Communication, Innovation, Sales, Salesforce (Software), Sales Support, Technical Proficiency, Time Management, Work CollaborativelySkills Required
- Minimum 6 months experience in customer service or inside sales (preferably financial services)
- Bachelor's degree in Business Administration, Finance, or related field
- Series 65 license or both Series 7 and Series 66 (must be obtained within 90 days if not held at hire)
- Ability to work hybrid with three or more days per week on-site; located within commutable distance to an office
- Experience using Salesforce and maintaining CRM data
- Ability to manage relationships with stakeholders and work effectively with all organizational levels
Orion 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.
Orion Insights
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
