Business Development Consultant OAT

Orion
Any Location, CA
Category Sales
Job Description
As a Business Development Consultant OAT, you will be responsible for representing Orion in its sales efforts to promote its services to Registered Investment Advisors. This position is responsible for obtaining new clients for Orion or growing existing client’s revenue, depending on territory. Additionally, this position will work with partners and internal Orion employees on sales efforts.

Requirements

  • Excellent knowledge of financial services offerings and company policies and procedures
  • Demonstrated ability to interact, listen, influence and partner in a professional and engaging manner with high-level decision-makers
  • Leadership skills to provide a positive work environment
  • Strong sales skills, including negotiation and persuasion, up-selling, closing, follow-up, relationship building and networking
  • Minimum of a bachelor’s degree in Business Administration, or related field
  • Series 65 license or both Series 7 and 66 licenses
  • Minimum of 3 years of experience in a field-based territory sales position selling financial services offerings to Registered Investment Advisors
  • Minimum of 2 years of experience building and maintaining a customer account base
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