Sales Development Associate - Boston, MA at Raymond James

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Jan, 26

Salary

100000.0

Posted On

25 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Development, Client Relationships, Prospecting, Networking, Market Analysis, Product Positioning, Presentation Skills, Customer Service, Financial Services, Investment Concepts, Database Management, Business Development, Communication Skills, Team Collaboration, Problem Solving, Time Management

Industry

Financial Services

Description

Job Description Summary Job Description Job Summary Under limited supervision, uses extensive knowledge and skills obtained through education and experience to support the business of financial advisors by developing client pipelines through prospecting, networking, community involvement, centers of influence and developing niches to meets specific marketing and sales goals. Works independently on difficult assignments that are broad in nature, requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Resolves or recommends solutions to complex questions and problems. Extensive contact with internal and external customers is required to establish and maintain relationships that lead to creating new business. Essential Duties and Responsibilities • Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information. • Participates in professional organizations and activities to expand network of business contacts. • Establishes and maintains a prospect database. • Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals. • Assists in developing product oriented positioning documents, product profiles, competitive analysis and other content for web sites, marketing materials and seminars. • Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies for assigned products. • Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for assigned products. • Participates in advisor and client seminars, product road shows, branch presentations, conference calls, point of sale support, and other sales functions on behalf of the financial advisors. • Executes business development strategies on behalf of the branch. • Gathers information and data on prospects to be used in the sales process. • Follows-up with financial advisors to ensure high quality service delivery. • Performs other duties and responsibilities as assigned. Knowledge of • Concepts, practices and procedures of business development in a financial services/broker-dealer environment. • Investment concepts, practices and procedures used in the securities industry. • The principles of banking and finance and securities industry operations. • Financial markets, products, financial advisory function and the investment process. Skill in • Sourcing and developing sales prospects. • Executing practice development strategies. • Sourcing and developing sales prospects and referral sources. • Initiating sales calls and responding to inquiries and turning them into sales opportunities. • Establishing and maintaining databases. • Preparing and delivering clear, effective, and professional presentations. Ability to • Operate standard office equipment and use required software applications. • Partner with other functional areas to accomplish objectives. • Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed. • Incorporate needs, wants and goals from different prospects for financial advisor practices into marketing and sales strategies. • Gather information, identify linkages and trends and apply findings to assignments. • Research, interpret, analyze and apply information about prospects. • Organize, prioritize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels to accomplish objectives. • Work independently as well as collaboratively within a team environment. • Provide a high level of customer service. • Maintain currency in financial services industry and products. Education/Previous Experience • Bachelor’s Degree (B.A.) from a four year college or university with a minimum of two (2) years of experience in marketing or sales in a financial planning, investment management or other financial services environment. • OR ~ • An equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications • SIE required provided that an exemption or grandfathering cannot be applied. • Series 7 required. Due to pay transparency, our roles auto-populate with Federal minimums. However, the office has determined the appropriate range for this position to be $70,000.00 to $100,000.00 base salary. Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance Work Experience General Experience - 13 months to 3 years Certifications s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $35,568.00-$100,000.00 Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AM2 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.

Responsibilities

The Sales Development Associate is responsible for developing client pipelines through prospecting and networking to support financial advisors. This role involves initiating sales calls, maintaining a prospect database, and assisting in marketing strategies.