Business Development Consultant OAT

Business Development Consultant OAT

As a Business Development Consultant OAT, you will be responsible for representing Orion in its sales efforts to promote its services to Registered Investment Advisors. This position is responsible for obtaining new clients for Orion or growing existing client's revenue, depending on territory. Additionally, this position will work with partners and internal Orion employees on sales efforts. Candidates must live within territory : AZ, CA, CO, UT. All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply. In this role, you'll get to :

• Collaborate with sales management 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
• 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. OCIO, as applicable
• Develop new revenue opportunities and capitalizes on referrals in order to increase sales in territory; uses channels efficiently to build relationships
• Contact advisors following onsite visits and demonstrations to provide additional information, obtain feedback and utilize needs-based selling techniques to inquire about additional product needs
• Ensure receipt of excellent customer service with advisors, including expectations are being met and managed
• Create and maintain critical contact relationships with firms involved in the distribution to the same market for referrals or institutional clients such as clearing firms, trust companies, compliance firms, 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
• Ensure discretionary expenses and travel stay within budget
• Meet agreed upon sales activity goals
• Attend ongoing training to maintain current knowledge of all markets and industry developments
• Maintain and update contact database including prospect information and activity in sales automation tools; maintains reports of existing competitor's products
• Attend and participate in development and sponsorship of conferences
• Partner with Marketing in development of campaigns, newsletters, quarterly market reviews and sharing of ideas

We're looking for talent who :

At Orion, 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 DNAwe 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.