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Now Hiring - Orion Advisor Technology - SVP, National Sales & Consulting in Omaha, NE

SVP, National Sales & Consulting in Omaha, NE

Orion Advisor Technology
Base Salary $76K - $120K
Total Comp: NA
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Qualifications Years In Sales
Industry: Management and Consulting

Benefits:

yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Business Consulting
To Whom Management & Consulting

Location:

Omaha, NE
4.1

Full description of the position

About this Opportunity:
As an SVP, National Sales & Consulting on the Sales & Account Management Team, you will be responsible for representing Orion in its wealth management sales efforts to promote its services to RIAs, Broker Dealers and financial institutions. This position is responsible for leading the wealth management external sales team in obtaining new clients for Orion and cross selling to existing Orion clients. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
In this role, you’ll get to:
  • Manage team members within department including but not limited to hiring, training and developing employees, delegating work assignments, writing and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions
  • Collaborate with external sales team in development, implementation and execution of territory sales plans resulting in increase in sales, as well as retention of those same assets to achieve sales goals
  • Work with the sales team to have them represent Orion and its products to advisors knowledgeably and effectively enabling advisors to clearly identify benefits of Orion products relative to its competitors; cross-sells products, e.g. OPS/OAT, as applicable
  • Provide on-going training and role practicing to external sales team on products and strategies, information systems, applications, and other operations
  • Develop new prospects and capitalize on referrals in order to increase sales in territory; use channels efficiently to build relationships
  • Ensure receipt of excellent customer service with advisors, including expectations are being met and managed with internal and external sales team members
  • Create and maintain critical contact relationships with firms involved in the distribution to the same market for referrals to the sales team members or clients such as clearing firms, trust companies, compliance firms, and technical advisors
  • Monitor, complete and analyze daily/weekly/quarterly sales goals and activity reports to ensure accuracy and to inform sales management of activities within territory in a timely manner
  • Ensures discretionary expenses and travel of the team member and as a whole stay within budget
  • Work with team to help them meet agreed upon sales activity goals
  • Attend and administer ongoing sales training to maintain current knowledge of all markets and industry developments
  • Work with the Sales team and Sales Operations to maintain and update the contact database including prospect information and activity in sales automation tools; maintains reports of existing competitor's products
  • Continually monitor each sales territory to maximize opportunities in each. This includes revising and creating new territories or channels where appropriate
  • Establish team and individual goals for department
  • Attend and participate in development and sponsorship of conferences
  • Coordinate, schedule, and actively participate in quality appointments, whether onsite or for home office visits
  • Receive incoming calls, answers questions accurately and professionally and pre-qualifies prospects (when appropriate) regarding Orion add on product and service offerings
  • Follow-up on appointments, demos, conference leads and referrals of qualified advisors to uncover business opportunities and accelerate sales process
  • Collaborate with marketing in planning event logistics including campaign setup, material distribution
  • Assist sales and marketing teams in developing an effective strategy, including key players and message delivered, to maximize time with prospects during sponsored trade shows

We’re looking for talent who:
  • Has minimum of a Bachelor’s degree in Business Administration or related field
  • Possess prior experience in the financial planning industry
  • Has minimum of 5 years of experience in a field-based territory sales position selling financial services offerings to large RIAs, large enterprises, or large financial institutions
  • Possess minimum of 2 years of experience building and maintaining a customer account base
  • Has minimum of 1 year of management/leadership experience
  • Current Series 7 & 66
  • Obtain Orion Industry Certification
  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

#LI-KS1
#LI-Remote
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.
Orion Advisor Technology
Company Size
1001 to 5000 Employees
Founded
1999
They Sell
Business Consulting
To Whom
Management & Consulting
Website
http://www.orion.com
Revenue
Unknown / Non-Applicable

Orion Advisor Technology is currently hiring for 1 sales position
Orion Advisor Technology has openings in: NE
The average salary at Orion Advisor Technology is:

1 Yes (amount not posted)

Orion Advisor Technology
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Orion Advisor Technology

Orion Advisor Technology is currently hiring for 1 sales position
Orion Advisor Technology has openings in: NE
The average salary at Orion Advisor Technology is:

1 Yes (amount not posted)