About this Opportunity:
As an Internal Sales or Consultant, you will be responsible for serving as a strategic partner in developing and maximizing business relationships in an assigned territory for Orion. This individual will also be responsible for increasing recruitment and sales activity in partnership with the external. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Sacramento, CA, Chandler, AZ, Provo, UT.
For Internal Candidates:
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.
In this role, you’ll get to:
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Work closely with the territory team to develop and execute an appropriate business plan to maximize territorial sales
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Develop relationships with Financial Advisors, industry partners and contacts to help develop their business
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Make proactive outbound calls to investigate potential sales
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Schedule quality appointments weekly for external wholesalers to meet with producing or potentially producing RIA's
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Provide website tours to promote company products and services
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Assist RIA in analyzing information regarding their client's financial information and history to recommend and determine appropriate investment strategies to meet their needs
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Serve as a product expert on our client-specific asset allocation portfolio solutions
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Assist sales and marketing teams in developing an effective strategy
We’re looking for talent who:
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Has one year of customer service or inside sales experience
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Has experience working within the Financial Services industry
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Possess a Bachelor's degree in Business Administration, Finance or related field
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Current Series 65/66 or ability to obtain within 30 days of employment. The first 30 days of employment would be spent studying. Orion will pay for the materials your first try. If you are unable to pass the Series 65/66 exam your first try, you will have one more time to take the test. If you do not pass your 2nd time, employment in this position will be terminated.
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Obtain Orion Industry Certification
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Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
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About Us
At our company, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
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.
What We Do
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.
Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.
Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities.
Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth.
Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses
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Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.
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