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Internal Wholesaler

Orion Advisor Solutions LLC locationOmaha, NE
18 positions

Web Mktg Technology Specialist

Orion Advisor Solutions LLC locationOmaha, NE
18 positions
info linkReport a probelm Originally Posted : January 12, 2021 | Expires : February 11, 2021


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Job Location
Omaha, NE, United States



Position at Orion Portfolio Solutions

Have you ever been told "you should get into sales"? Are you ready to get your selling shoes on? Ever thought about a career in sales? You may have found your next career! 

Now hiring for our Entry Level Sales Position! Whats that mean you ask? Our Internal Sales members are responsible for building relationships with potential clients in their specific territory. Youll also partner with the External Wholesaler in your territory to increase the sale of the financial products offered by OPS (Orion Portfolio Solutions)! Sounds fun, right?! 

What youll do: 
- Make outbound calls to potential clients to investigate potential sales opportunities and market OPS products 
-Schedule appointments for external wholesaler to meet and close sales deals
-Receive incoming calls via a sales queue and answer questions regarding OPS offerings and products
-Provide website tours to potential clients
-Assist to develop appropriate investment strategies to meet client needs

What youll need: 
-Bachelor of Science in Business Admin, Finance or related field required
-Series 65 license or ability to obtain within 60 days of employment required
-6+ months of customer service or inside sales experience required 
-Financial services experience preferred

We also offer Day ONE Benefits, Paid Parental Leave, Sabbatical Time, Tuition Reimbursement, Flexibility including WFH, Access to Financial Planing Technology and Identity Theft Protection!



Orion Advisor Solutions LLC

Financial Services
18 active jobs
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