Sales Coordinator
TLDR
Coordinate various sales activities to help exceed goals and KPI metrics, prepare proposals and reports, and keep Salesforce up to date.
About this Opportunity:
As a Sales Coordinator, you will be managing and coordinating various sales activities to support the sales organization in exceeding their sales goals and KPI metrics. The Sales Coordinator will play a key role in supporting a number of sales-related processes. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.
Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.
In this role, you’ll get to:
Work closely with the sales territory team to prepare proposals, account comparisons or reports needed to support winning sales opportunities
Establish an understanding of the investment management industry by reading the investment commentary, listen to podcasts and know the supporting marketing materials
Assist the Director of Inside Sales with special projects or initiatives
Maintain and update information in Salesforce
Make proactive outbound calls to assist the sales team in promoting webinars, campaigns, conferences, etc.
Study to get the SIE, Series 7 and Series 66
Career path to an Advisor Sales Consultant
If licensed, receive incoming calls via sales queue and answers questions accurately and professionally
Promote company sponsored events
Assist with marketing and/or sales lists to ensure CRD is populated and ready to import into a campaign for the sales team
Create presentations for the executive and leadership team showcasing sales figures and metrics.
Evaluate client statements and create spreadsheets with positions to do account comparisons and proposals
Maintain thorough understanding of all company products, including benefits and drawbacks, in order to advise representatives on choosing correct product to meet client needs
Read daily, weekly, and quarterly commentary produced by internal Portfolio Management team and participates in internal education
Learn about the strategist partners, help ensure sales maps are up to date and schedule updates for the sales team
Update strategist availability for new RIA’s added to the system
Build training calendars for new hires based on Director of Inside Sales direction
We’re looking for talent who:
Has a minimum of 6 months experience in customer service or inside sales – preferably in the financial services industry
Has a Bachelors degree in Business Administration, Finance, or a related field
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
Licensing Requirements:
This position requires a Series 65 license or both Series 7 and 66 licenses. If the required license(s) are not held at the time of hire, they must be obtained within 90 days of the start date. Failure to meet this requirement may result in termination of employment in accordance with company policy.
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About Us
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 DNA—we 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.
Recommended Skills:
Client-Centric, Effective Communication, Innovation, Sales, Salesforce (Software), Sales Support, Technical Proficiency, Time Management, Work CollaborativelyBCI Orion Portfolio Solutions, operating as Brinker Capital Investments, specializes in providing innovative investment solutions tailored for financial advisors and their clients. By emphasizing accountability and teamwork, we strive to exceed expectations and deliver transformative outcomes in the financial services sector.