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AssetMark
Chicago, IL, United States
Job Description: The Job/What You'll Do: As a Business Development Consultant for the leading provider of investment solutions for independent financial planners, you'll join an elite group of top performers at AssetMark by successfully creating and managing business partnering relationships with new advisors to the AssetMark platform. In this h
Job Source: AssetMarkProgressive
Chicago, IL, United States
We have an incredibly exciting opportunity for a Business Development Consultant to join the Progressive Global Energy team! Progressive has been experiencing substantial growth across the U.S. In our Central Region, our Chicago Team is looking to further that growth by bringing in talented sales professionals. We are looking for motivated, sales
Job Source: ProgressiveAssetMark
Chicago, IL, United States
Job Description: The Job/What You'll Do: As a Business Development Consultant for the leading provider of investment solutions for independent financial planners, you'll join an elite group of top performers at AssetMark by successfully creating and managing business partnering relationships with new advisors to the AssetMark platform. In this h
Job Source: AssetMarkAssetMark
Chicago, IL, United States
Job Description: The Job/What You'll Do: As a Business Development Consultant for the leading provider of investment solutions for independent financial planners, you'll join an elite group of top performers at AssetMark by successfully creating and managing business partnering relationships with new advisors to the AssetMark platform. In this hi
Job Source: AssetMarkAssetMark
Chicago, IL, United States
Job Description: Responsibilities: Ongoing support and development of assigned Team of Business Development Consultants Work closely with Sales Leader, Business Development Consultants, and External Sales Teams to develop appropriate staffing models/assignments to support business growth Work closely with Sales Leader to interview and hire new
Job Source: AssetMarkNorthern Trust Corporation
Chicago, IL, United States
About Northern Trust Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our en
Job Source: Northern Trust CorporationAsset Mark
Chicago, IL, United States
Job Description: Responsibilities: * Ongoing support and development of assigned Team of Business Development Consultants * Work closely with Sales Leader, Business Development Consultants, and External Sales Teams to develop appropriate staffing models/assignments to support business growth * Work closely with Sales Leader to interview and hire
Job Source: Asset MarkHCSC Insurance Services Company
Chicago, IL, United States
At HCSC, we consider our employees the cornerstone of our business and the foundation to our success. We enable employees to craft their career with curated development plans that set their learning path to a rewarding and fulfilling career. Come join us and be part of a purpose driven company who is invested in your future! Job Summary This p
Job Source: HCSC Insurance Services CompanyEast Chicago, IN, United States
Business Development Consultant page is loaded Business Development Consultant Apply remote type Territory Based locations Remote - IL Remote - MO | Metro Remote Remote - MI | Metro Remote - MI time type Full time posted on Posted 4 Days Ago job requisition id R1844 About this Opportunity:
As a Business Development Consultant, you will be responsible for representing Orion in its sales efforts to promote its services to Registered Investment Advisors. This position works to increase sales within region by supporting the VP, Regional Sales’ efforts to develop, qualify, and maintain new and existing relations through various territory management activities, as well as provides assistance in placing assets under management with Orion. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
** Sales Role required to live in Territory-- IL, MO, WI, OH, MI, IN**
In this role, you’ll get to:
Cold calls and proactively hunts for new advisors from lists, campaigns and conferences for Orion Portfolio Solutions, Brinker Capital, Orion Custom Indexing and Orion OCIO. Proactively creates email campaigns in territory to find and develop potential clients.
Hunts for Orion Tech Clients to introduce them to Orion Custom Indexing and the tools associated with that.
Is responsible for traveling to, staying over night 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 VP, Regional Sales 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.
Develops relationships with Independent Advisors, Registered Investment Advisors (RIAs), industry partners and contacts to generate new prospects and to help develop their business.
Receives incoming calls and answers questions accurately and professionally regarding Orion Portfolio Solutions, Brinker Capital, Orion Custom Indexing and Orion OCIO.
Provides website tours to prospects to market and promote company products and services.
Contacts advisors following onsite visits and demonstrations to provide additional information, obtain feedback and utilize needs- based selling techniques to inquire about additional product needs.
Answer potential client questions and follow-up call questions.
Reengage previous lost sales opportunities.
Ensures receipt of excellent customer service with advisors, including expectations are being met and managed.
Attends and participates in development and sponsorship of conferences.
Assists VP, Regional Sales and Marketing Teams in developing an effective strategy, including key players and message delivered, to maximize time with prospects during sponsored trade shows.
Logs activity in Salesforce and keeps up to date.
Maintains Wholesaler database of contacts; updates information regularly, manages hubs in territory, runs reports, and adds contacts and leads to database.
Supports sales pipeline to meet agreed upon sales goals.
Discusses and develops ideas with marketing department regarding new campaigns and new tools
Maintains thorough understanding of all company products, including benefits and drawbacks, in order to advise Advisors on choosing correct Orion services.
Stays up to date on industry knowledge by reading industry publications.
We’re looking for talent who:
Has knowledge of financial services offerings and company policies and procedures, including knowledge of Registered Investment Advisory/Wealth Management Practice management initiatives
Has experience working within the Financial Services industry
Has minimum of 2 years inside sales experience/ financial industry
Possess minimum of a Bachelor of Science in Business Administration, Finance or related field required.
Must have c urrent Investment Adviser Representative license (Series 65 or Series 7 & 66) or obtain within the first 30 days of employment.
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About Us
As One-Orion , we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate , push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.
Unique offerings include healthcare benefits start on Day 1, student loan repayment, paid parental leave, paid sabbaticals, free access to best-in-class financial planning, "PAWternity" leave, rewards and recognition, and more.
Similar Jobs (1) Advisor Growth Consultant locations 7 Locations time type Full time posted on Posted 27 Days Ago
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Email Alert for Business Development Consultant jobs in East Chicago, IN, United States
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