Sales Coordinator

Sales Coordinator

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.

It is anticipated that an incumbent in this role will work as a hybrid employee, with three or more days each week required on-site at one of the listed office locations.

Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

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:

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

Licensing Requirements:

• This position requires a Series 65 license or both Series 7 and 66 licenses. If the required license(s) are not held at the time of hire, they must be obtained within 90 days of the start date. Failure to meet this requirement may result in termination of employment in accordance with company policy.

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.

Recommended Skills:

Client-Centric, Effective Communication, Innovation, Sales, Salesforce (Software), Sales Support, Technical Proficiency, Time Management, Work Collaboratively