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Sales Coordinator

4 months ago

Omaha, United States Orion Full time

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. ​​ 

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: 

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 

Ability to become licensed; SIE, Series 7, Series 66 

Obtain Orion Industry Certification 

Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization 

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