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Inbound Advisorchoice Consultant

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Raymond James

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Location:
United States , Saint Petersburg

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Under general direction uses specialized knowledge and skills obtained through education and experience to generate and follow up on inbound referrals. Extensive contact with internal and external customers is required to establish and maintain relationships that lead to assist PCG recruiting efforts. Acts in a professional sales and marketing capacity to help meet division goals.

Job Responsibility:

  • Receives incoming calls and emails from prospects and external recruiters for potential RJ Advisors
  • Determines qualifications for each business model
  • Determines the appropriate business model to make referrals
  • Logs results into RJ Advisor Recruiting (ARC) database for the recruiter/manager
  • Receives scheduled call in requests
  • Receives incoming requests for information/Web Leads
  • Identify protected inbound referrals where follow-up is required
  • Send External Recruiter Rebound Referrals, Re-heat Referrals, Rebound Referrals, and Cross Referrals
  • Set meetings for recruiters/managers
  • Identifies expired inbound and outbound referrals, sends Home office Referrals to Outbound Consultants
  • Cultivates relationships with external recruiters
  • Cultivates relationship with recruiters/branch managers
  • Promotes Referral Rewards
  • Performs other duties and responsibilities as assigned

Requirements:

  • Bachelor’s Degree from a four year college or university with one (1) year experience in business development or sales within the financial services industry
  • OR an equivalent combination of experience, education, and/or training approved by Human Resources
  • Knowledge of concepts, practices and procedures of business development in a financial services environment
  • Knowledge of investment concepts, practices and procedures used in the securities industry
  • Knowledge of principles of finance and securities industry operations
  • Knowledge of financial markets and products
  • Skill in sourcing and developing sales prospects
  • Skill in developing business development strategies
  • Skill in maintaining and expanding referral sources
  • Skill in answering inbound sales calls and turning them into sales opportunities
  • Skill in maintaining relationships with external recruiters
  • Skill in effective questioning and listening techniques
  • Skill in operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Ability to partner with other functional areas to accomplish objectives
  • Ability to research, interpret, analyze and apply information about prospects
  • Ability to organize, prioritize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
  • Ability to use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels to accomplish objectives
  • Ability to work independently as well as collaboratively within a team environment

Additional Information:

Job Posted:
March 10, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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