What are the responsibilities and job description for the Inside Sales Representative position at Raymond James Financial, Inc.?
Job Description
Summary of the Position :
The Inside Sales Representative (ISR) will broaden our existing client relationships and seek new business opportunities in a defined geography while working from our Pittsburgh offices. Successful candidates will proactively contact financial advisors to assist them in implementing TriState Capital Bank strategies, in particular, the Bank's securities-based lending products. Inside Sales Representatives act as a critical link between resources available at the corporate offices of TriState and their external sales partners towards the achievement of sales goals.
Primary Functions of the Position :
- Collaborate with external sales partner / sales management in creating and implementing a business plan to expand our relationship with existing clients (financial advisors) and identify potential new clients (financial advisors)
- Coordinate / schedule meetings and / or calls with financial advisors / staff to provide relationship management support services and assist with initial loan application completion
- Meet all KPIs outlined for the team, which promote the overall growth of the territory
- Take the lead on certain aspects of the business plan, while also managing the follow-up for the efforts of external sales partner, which includes meeting follow ups, presentations, conference preparations, and sales kits
- Present all TriState's product offerings to our clients, to help them understand how we complement their business
- Develop, implement, and maintain a drip marketing strategy to stay "Top of Mind" for lending opportunities in the region
- Maintain a deep knowledge of product offerings and be able to conduct one on one meetings with advisors, deliver presentations, as well as conduct joint meetings with external partner in the field
Education and Experience Requirements :
Essential Skills and Abilities :
Education
Bachelor's : Accounting, Bachelor's : Business Administration, Bachelor's : Finance
Work Experience
General Experience - 3 to 6 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Workstyle
Resident
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 :
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.
TriState Capital Bank is an EOE / AA and VEVRAA Federal Contractor
Priority will be given to protected veterans
EOE / AA : Female / Minorities / Disabled / Protected Veterans / LGBT
