Acts in a professional sales and marketing capacity to help meet division goals by generating and following up on inbound referrals and establishing relationships with internal and external customers
Job Summary
Acts in a professional sales and marketing capacity to help meet division goals by generating and following up on inbound referrals and establishing relationships with internal and external customers.
Receives incoming calls and emails from prospects and external recruiters, determines qualifications for business models, and makes appropriate referrals, logging results into the RJ Advisor Recruiting (ARC) database.
This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.
Matching Summary
Acts in a professional sales and marketing capacity to help meet division goals by generating and following up on inbound referrals and establishing relationships with internal and external customers.
Skills & Requirements
Must-have
Generate and follow up on inbound referrals
Establish and maintain customer relationships
Determine business model qualifications
Log results into ARC database
Promote Referral Rewards
Work independently and collaboratively
Nice-to-have
Client-first focus
Integrity and independence
Conservative long-term view
Authentic self-expression
Key Requirements
Bachelor's Degree in Business Administration or Marketing
1 year experience in business development or sales
Financial services industry experience
Equivalent combination of experience, education, and/or training