Sales Development Associate- Atlanta, GA
Raymond James Financial, Inc., Atlanta, GA, United States
Responsibilities
Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information.
Participates in professional organizations and activities to expand network of business contacts.
Establishes and maintains a prospect database.
Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals.
Assists in developing product‑oriented positioning documents, product profiles, competitive analysis, and other content for websites, marketing materials and seminars.
Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies for assigned products.
Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for assigned products.
Participates in advisor and client seminars, product roadshows, branch presentations, conference calls, point‑of‑sale support, and other sales functions on behalf of the financial advisors.
Executes business‑development strategies on behalf of the branch.
Gathers information and data on prospects to be used in the sales process.
Follows up with financial advisors to ensure high quality service delivery.
Performs other duties and responsibilities as assigned.
Education/Experience Requirements
Bachelor’s degree and three years’ experience in the financial services industry, preferably including related experience in marketing or sales in a financial planning, investment management or other financial services environment
~or~
An equivalent combination of experience, education and/or training as approved by Human Resources
Licenses
SIE required provided that an exemption or grandfathering cannot be applied
Series 7
#J-18808-Ljbffr
Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information.
Participates in professional organizations and activities to expand network of business contacts.
Establishes and maintains a prospect database.
Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals.
Assists in developing product‑oriented positioning documents, product profiles, competitive analysis, and other content for websites, marketing materials and seminars.
Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies for assigned products.
Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for assigned products.
Participates in advisor and client seminars, product roadshows, branch presentations, conference calls, point‑of‑sale support, and other sales functions on behalf of the financial advisors.
Executes business‑development strategies on behalf of the branch.
Gathers information and data on prospects to be used in the sales process.
Follows up with financial advisors to ensure high quality service delivery.
Performs other duties and responsibilities as assigned.
Education/Experience Requirements
Bachelor’s degree and three years’ experience in the financial services industry, preferably including related experience in marketing or sales in a financial planning, investment management or other financial services environment
~or~
An equivalent combination of experience, education and/or training as approved by Human Resources
Licenses
SIE required provided that an exemption or grandfathering cannot be applied
Series 7
#J-18808-Ljbffr