Job Description
Job Description Summary Plans and implements pursuit of strategic opportunities for a particular business or organization, for example, by cultivating partnerships and recruitment relationships with Financial Advisors. Job Description Job Summary: Under general direction, this experienced role uses specialized recruiting knowledge and skills to initiate a high volume of outbound calls to experienced financial advisors with the goal of creating interest in exploring an affiliation with Raymond James . Using a consultative approach, assist advisors to identify the best affiliation option for their practice and work to create next steps with our recruiting partners. Conduct follow-up calls, arrange next steps, and continue to collaborate in the recruiting process with the advisor(s) and all relationships on a proactive basis. Act in a professional sales and marketing capacity to build relationships and help meet firm, team, and individual goals. The opportunity is eligible for commission, in addition to the annual base salary. Essential Duties and Responsibilities: Initiates a high volume of outbound sales calls, including cold calls to advisors and keeping existing prospects engaged with their recruiting partners. Sources experienced financial advisors and/or financial institutions interested in affiliating with Raymond James to meet specific recruiting goals. Makes referrals based on the consultant’s analysis of a best fit business model profiling process including next step exploration. Sets meetings for recruiters/managers. Makes outbound calls to schedule, confirm and or follow-up after meetings have occurred. Identifies other business models based on advisor feedback and in consultation with their recruiting partners. Cultivates relationships with all recruiting partners. Assists in the development of business development strategies. Performs other duties and responsibilities as assigned. Qualifications Knowledge, Skills, and Abilities: Knowledge of: Concepts, pr
