Advisor Growth Consultant
About this Opportunity:
As an Advisor Growth Consultant, you will be responsible for representing Orion in its sales efforts to promote its managed account platform to Independent Financial Advisors and Registered Investment Advisors. This position works to increase sales within region by further developing advisors with under $5 Million AUM and increasing share of wallet. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
Location Status:
Essential Functions of the Job
Execute territory sales plans through virtual and in-person strategies to drive increased sales of core and qualified plan assets, as well as ensure the retention of these assets to achieve sales goals
Represents Orion and its products to advisors knowledgeably and effectively enabling advisors to clearly identify benefits of Orion products relative to its competitors; cross-sells...