Raymond James
Sales Development Associate - Bethesda, MD - Hybrid
Raymond James, Bethesda, Maryland, us, 20811
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Sales Development Associate - Bethesda, MD - Hybrid
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Raymond James 4 days ago Be among the first 25 applicants Join to apply for the
Sales Development Associate - Bethesda, MD - Hybrid
role at
Raymond James Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information. Participates in professional organizations and activities to expand network of business contacts. Establishes and maintains a prospect database. Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals. Assists in developing product oriented positioning documents, product profiles, competitive analysis and other content for web sites, marketing materials and seminars. Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies for assigned products. Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for assigned products. Participates in advisor and client seminars, product road shows, branch presentations, conference calls, point of sale support, and other sales functions on behalf of the financial advisors. Executes business development strategies on behalf of the branch. Gathers information and data on prospects to be used in the sales process. Follows-up with financial advisors to ensure high quality service delivery. Performs other duties and responsibilities as assigned.
Do you have the following skills, experience and drive to succeed in this role Find out below.
Job Description
Essential Duties and Responsibilities
Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information. Participates in professional organizations and activities to expand network of business contacts. Establishes and maintains a prospect database. Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals. Assists in developing product oriented positioning documents, product profiles, competitive analysis and other content for web sites, marketing materials and seminars. Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies for assigned products. Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for assigned products. Participates in advisor and client seminars, product road shows, branch presentations, conference calls, point of sale support, and other sales functions on behalf of the financial advisors. Executes business development strategies on behalf of the branch. Gathers information and data on prospects to be used in the sales process. Follows-up with financial advisors to ensure high quality service delivery. Performs other duties and responsibilities as assigned.
Knowledge of
Concepts, practices and procedures of business development in a financial services/broker-dealer environment. Investment concepts, practices and procedures used in the securities industry. The principles of banking and finance and securities industry operations. Financial markets, products, financial advisory function and the investment process.
Skill in
Sourcing and developing sales prospects. Executing practice development strategies. Sourcing and developing sales prospects and referral sources. Initiating sales calls and responding to inquiries and turning them into sales opportunities. Establishing and maintaining databases. Preparing and delivering clear, effective, and professional presentations.
Ability to
Operate standard office equipment and use required software applications. Partner with other functional areas to accomplish objectives. Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed. Incorporate needs, wants and goals from different prospects for financial advisor practices into marketing and sales strategies. Gather information, identify linkages and trends and apply findings to assignments. Research, interpret, analyze and apply information about prospects. Organize, prioritize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels to accomplish objectives. Work independently as well as collaboratively within a team environment. Provide a high level of customer service. Maintain currency in financial services industry and products.
Education/Previous Experience
Bachelor’s Degree (B.A.) from a four year college or university with a minimum of two (2) years of experience in marketing or sales in a financial planning, investment management or other financial services environment.
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied. Series 7 required.
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), Series 7_GS - Gen Sec Rep - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Hybrid
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
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionSales and Business Development Referrals increase your chances of interviewing at Raymond James by 2x Sign in to set job alerts for “Sales Development Representative” roles.Business Development Rep (Hybrid BDR / SDR)Account Development Representative - Data Washington, DC $94,000.00-$163,000.00 1 week ago Bethesda, MD $40,000.00-$45,000.00 2 weeks ago High-Tech Sales Development Representative (2025 Grads)Manager of Sales Development, Public Sector District of Columbia, United States 2 weeks ago Sales Development Representative (SDR - Software - Saas) Arlington, VA $50,000.00-$65,000.00 3 weeks ago Starlink Enterprise Account Manager (Government)Sales Development Representative, Commerical Life SciencesSales Development Representative – Strategic Enterprise We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr Remote working/work at home options are available for this role.
Sales Development Associate - Bethesda, MD - Hybrid
role at
Raymond James 4 days ago Be among the first 25 applicants Join to apply for the
Sales Development Associate - Bethesda, MD - Hybrid
role at
Raymond James Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information. Participates in professional organizations and activities to expand network of business contacts. Establishes and maintains a prospect database. Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals. Assists in developing product oriented positioning documents, product profiles, competitive analysis and other content for web sites, marketing materials and seminars. Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies for assigned products. Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for assigned products. Participates in advisor and client seminars, product road shows, branch presentations, conference calls, point of sale support, and other sales functions on behalf of the financial advisors. Executes business development strategies on behalf of the branch. Gathers information and data on prospects to be used in the sales process. Follows-up with financial advisors to ensure high quality service delivery. Performs other duties and responsibilities as assigned.
Do you have the following skills, experience and drive to succeed in this role Find out below.
Job Description
Essential Duties and Responsibilities
Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information. Participates in professional organizations and activities to expand network of business contacts. Establishes and maintains a prospect database. Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals. Assists in developing product oriented positioning documents, product profiles, competitive analysis and other content for web sites, marketing materials and seminars. Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies for assigned products. Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for assigned products. Participates in advisor and client seminars, product road shows, branch presentations, conference calls, point of sale support, and other sales functions on behalf of the financial advisors. Executes business development strategies on behalf of the branch. Gathers information and data on prospects to be used in the sales process. Follows-up with financial advisors to ensure high quality service delivery. Performs other duties and responsibilities as assigned.
Knowledge of
Concepts, practices and procedures of business development in a financial services/broker-dealer environment. Investment concepts, practices and procedures used in the securities industry. The principles of banking and finance and securities industry operations. Financial markets, products, financial advisory function and the investment process.
Skill in
Sourcing and developing sales prospects. Executing practice development strategies. Sourcing and developing sales prospects and referral sources. Initiating sales calls and responding to inquiries and turning them into sales opportunities. Establishing and maintaining databases. Preparing and delivering clear, effective, and professional presentations.
Ability to
Operate standard office equipment and use required software applications. Partner with other functional areas to accomplish objectives. Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed. Incorporate needs, wants and goals from different prospects for financial advisor practices into marketing and sales strategies. Gather information, identify linkages and trends and apply findings to assignments. Research, interpret, analyze and apply information about prospects. Organize, prioritize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels to accomplish objectives. Work independently as well as collaboratively within a team environment. Provide a high level of customer service. Maintain currency in financial services industry and products.
Education/Previous Experience
Bachelor’s Degree (B.A.) from a four year college or university with a minimum of two (2) years of experience in marketing or sales in a financial planning, investment management or other financial services environment.
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied. Series 7 required.
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), Series 7_GS - Gen Sec Rep - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Hybrid
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
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionSales and Business Development Referrals increase your chances of interviewing at Raymond James by 2x Sign in to set job alerts for “Sales Development Representative” roles.Business Development Rep (Hybrid BDR / SDR)Account Development Representative - Data Washington, DC $94,000.00-$163,000.00 1 week ago Bethesda, MD $40,000.00-$45,000.00 2 weeks ago High-Tech Sales Development Representative (2025 Grads)Manager of Sales Development, Public Sector District of Columbia, United States 2 weeks ago Sales Development Representative (SDR - Software - Saas) Arlington, VA $50,000.00-$65,000.00 3 weeks ago Starlink Enterprise Account Manager (Government)Sales Development Representative, Commerical Life SciencesSales Development Representative – Strategic Enterprise We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr Remote working/work at home options are available for this role.