Senior Outbound AdvisorChoice Consultant

Raymond James

. Initiate a high volume of outbound sales calls, including cold calls to experienced financial advisors .

Posted 10/2/2026full-timeRemote • United StatesSenior💰 $75,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in business development and sales within the financial services sector, with a strong ability to source and engage financial advisors. Proficient in utilizing CRM systems and effective communication techniques to cultivate relationships and drive recruiting opportunities.

Highest-signal resume keywords

Business DevelopmentOutbound Sales CallsCRM ProficiencyFinancial Services KnowledgeEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Development ConceptsSales ProspectingInvestment ConceptsFinance PrinciplesSecurities Industry OperationsFinancial Markets KnowledgeData AnalysisTask ManagementCold CallingMeeting Scheduling

Soft Skills

Effective QuestioningListening TechniquesRelationship BuildingTeam CollaborationOrganizational Skills

Tools & Technologies

Proprietary CRMStandard Office EquipmentSpreadsheetsDatabasesElectronic Communication Software

Industry Keywords

Financial ServicesSecurities IndustryInvestment PracticesBusiness Development StrategiesRecruiting Partners

About the role

Key responsibilities & impact

Initiate a high volume of outbound sales calls, including cold calls to experienced financial advisors
Keep existing prospects engaged with recruiting partners
Source experienced financial advisors and/or financial institutions interested in affiliating with Raymond James
Analyze best-fit business models and make referrals
Set meetings for recruiters and managers
Schedule, confirm, and follow up after meetings
Identify other business models based on advisor feedback and consultation with recruiting partners
Cultivate relationships with recruiting partners
Assist in developing business development strategies
Collaborate proactively with advisors, recruiting partners, and firm relationships
Build relationships and help meet firm, team, and individual goals
Perform other assigned duties

Requirements

What you’ll need

Bachelor's degree and 3-5 years of relevant experience in business development, sales, or financial services
Equivalent combination of experience, education, and/or training approved by Human Resources
Knowledge of business development concepts, practices, and procedures in a financial services environment
Knowledge of investment concepts, practices, and procedures used in the securities industry
Knowledge of finance principles and securities industry operations
Knowledge of financial markets and products
Experience sourcing and developing sales prospects using a proprietary CRM
Ability to make a high volume of outbound cold calls and turn them into recruiting opportunities
Effective questioning and listening techniques, including handling objections
Proficiency with standard office equipment and software for correspondence, reports, electronic communication, spreadsheets, and databases
Ability to research, interpret, analyze, and apply information about prospects
Ability to organize, manage, and track multiple detailed tasks and assignments in a fast-paced environment
Effective oral and written communication with all organizational levels
Ability to work independently and collaboratively within a team environment
Travel less than 25%

Benefits

Comp & perks

Commission eligibility in addition to annual base salary
Medical, dental, and vision benefits
Life insurance
Critical illness insurance
Accident insurance
Disability benefits
Retirement savings
Paid time off, including vacation, holidays, and sick leave
Parental leave