Sales Development Associate- Atlanta, GA Job at Raymond James in Atlanta

Overview

Sales Development Associate- Atlanta, GA at Raymond James. Supports financial advisors with economic, financial or statistical research, analysis, and marketing strategies for development of business strategies and tactics to help new and existing Financial Advisors meet sales goals. Assists by developing client pipelines through prospecting, networking, community involvement, centers of influence with high levels of communication and customer service.

Responsibilities

• Set clear objectives for each sales call or meeting; use standard materials to present to the customer; ask relevant questions to evaluate the customer’s level of interest and identify areas requiring further information or explanation.
• Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.
• Schedule follow-up actions and enter relevant information into the CRM after each contact to create a call plan and ensure quality data for customer retention and business development activities.
• Maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
• Develop knowledge of organizational policies and relevant regulatory codes and conduct to ensure work adheres to standards. Obtain supervisor authorization for any exceptions from mandatory procedures.
• Develop capabilities through assessment, development planning activities, training and coaching. Maintain understanding of relevant technology, external regulation, and industry best practices.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Identify products or services that best meet customer needs, explain the selection, and invite the customer to purchase at standard terms of sale.
• Deliver routine support services using business development systems and protocols designed to create long-term value for the organization and its customers, markets, and relationships.

Skills

• Works without supervision and provides technical guidance when required to orient the seller’s organization around delivering to the key needs of customers.
• Works without supervision and provides guidance to start sales conversations that offer value to the client.
• Works without supervision and provides guidance to acknowledge a client’s indifference and gain agreement to discover root causes of resistance.
• Defines client needs in the client’s business language and context.
• Articulates customer needs and helps clients articulate the value of a solution.
• Navigate conversations with frustrated or unhappy clients; provide guidance as needed.
• Uncover explicit needs and opportunities; strengthen client relationships to meet personal and organizational objectives.
• Prepare for client interactions using established frameworks; identify buying influences and business objectives.
• Conduct research and analyze data to understand customer and market conditions for maximum ROI.
• Spend appropriate time for the size and potential of each opportunity.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 4 to 6 months

Certifications

S7 - General Securities Representative Examination - FINRA; Securities Industry Essentials Exam (SIE) - FINRA

Travel

Less than 25%

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
• 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.

Seniority level

Entry level

Employment type

Full-time

Job function

Sales and Business Development

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