Mid - Market Account Executive driving sales transformation through outcome - based selling for the modern insurance brokerage. Engaging with mid - sized organizations, promoting AI technology in their operations.
About the role
- Internal Sales Consultant responsible for maximizing business relationships and sales activity at Orion. Collaborating with financial advisors and territory teams in a hybrid work environment.
Responsibilities
- Serve as a strategic partner in developing and maximizing business relationships
- Increase recruitment and sales activity in partnership with the territory team
- Develop and maintain relationships with Financial Advisors and their staff
- Assist advisors in closing end-investor business
- Make proactive outbound calls to identify sales opportunities
- Maintain accurate records of sales activities in Salesforce
Requirements
- 1 year of customer service or inside sales experience
- Experience in the Financial Services industry
- Bachelor's degree in business administration, Finance or related field
- Licensing Requirements: Series 65 license or both Series 7 and 66 licenses.
Benefits
- Health insurance
- Retirement plans
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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