Position Details
About this role
This role involves promoting Orion’s services to investment advisors, managing a regional territory, and supporting sales growth through proactive outreach and relationship management.
Key Responsibilities
- Proactively hunt for new advisors
- Develop relationships with clients
- Support sales efforts
- Travel for conferences
- Manage territory pipeline
Technical Overview
The position requires experience in sales, territory management, CRM tools like Salesforce, and knowledge of financial services and asset management.
Ideal Candidate
The ideal candidate is a proactive sales professional with experience in financial services, strong relationship-building skills, and the ability to manage and grow a territory of investment advisors and clients.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
No experience in financial services or investment advising, Lack of proactive sales skills, Unwilling to work remotely
Get matched to jobs like this
Luna finds roles that fit your skills and career goals — no endless scrolling required.
Create a Free Profile