offerings for active traders. This includes but is… the short and long-term objectives of the Active Trader Group.
This is an ideal position for a creative…
From TD Ameritrade – 29 Sep 2011 22:03:26 GMT
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option traders. Whether you are an experienced trader looking to gain an edge or an inexperienced trader… to be a professional trader or would like to know…
From FINS.com – 30 Sep 2011 11:49:10 GMT
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traders. Whether that involves analyzing trading strategies with clients, or providing training and support on our trading platforms, our Active Trader…
From BrokerHunter – 28 Sep 2011 17:39:52 GMT
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connection to E*TRADE, and help them be successful traders. Whether that involves educating clients on the… and goals, our Active Trader Consultants are ready to…
From eTrade Financial Corp – 14 Jul 2011 00:24:52 GMT
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Position Summary
Active Trader Consultants focus on revenue generation and building strong long-term relationships with our active trading clients, this includes educating clients on E*TRADE FINANCIAL’S wide range of products, platforms and services and presenting them with solutions that meet their trading needs. They offer our clients a personal connection to E*TRADE, and help them be successful traders. Whether that involves analyzing trading strategies with clients, or providing training and support on our trading platforms, our Active Trader Consultants are ready to make the client experience a great one!
ESSENTIAL JOB FUNCTIONS:
REVENUE GENERATION
Through inbound calls, outbound calls and customer appointments the ATC will match the proper E*TRADE product with the clients trading needs to maximize revenue
Acquire New Clients through referrals from existing client base
Acquire new households through lead generation from seminar presentations
Perform asset gathering to increase household wealth
Articulate information, to the customer, about E*TRADE Financial, what it is that sets us apart from our competitors and the products/services available
RELATIONSHIP MANAGEMENT / CUSTOMER SERVICE
Ensure retention of base clients and continually develop new clients
Review orders and/or escalate any trading related issues
Regularly exercise discretion and business judgment; research and resolve customer problems related to E*TRADE Securities accounts immediately or lose current opportunity to acquire assets.
Maintain and update prospect and sales reports. Responsible for the accurate incentives paid to referral sources.
FINANCIAL EDUCATION
Conduct training seminars to potential and current Active Trader clients
Provide training and support on our trading platforms
Analyze and discuss trading strategies
Compare product and service details in comparison to professional competition; which requires advance knowledge and preparation, and the regular use of independent judgment.
Requirements
MINIMUM/REQUIRED QUALIFICATIONS:
Series 7and 63 required Series 3 preferred, Clean U4. Series 3 must be obtained within 90 days of hire date.
Minimum 3 years brokerage experience required or 1 year E*TRADE Elite Customer Service experience.
2+ years of proactive, successful sales experience in the financial services industry
Ability to professionally conduct group seminars
Thorough understanding of the securities industry including stocks, options and futures trading.
Strong history of success in building client relationships and client retention experience
Must be self-motivated with an outgoing personality and work well in a team setting
Must have positive and professional customer service attitude.
Utilize independent decision-making skills to handle and resolve issues. Ability to work independently.
Computer literacy including familiarity with online services, trading solution platforms, PC skills, and technical resolution. Ability to troubleshoot basic to advanced technical problems
Excellent organizational skills, with the ability to handle multiple tasks
Must be focused on bottom line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and entire customer experience.
Travel – The Active Trader Consultant will be called upon to travel and represent E*TRADE at various seminars, Co-sponsored marketing events, Grand Openings, and industry trade shows.
Bachelors degree or equivalent experience is required.
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Organization Objective/Purpose: Active Investor Sales Consultants work with prospects and clients to broaden and grow the Schwab’s Active Investor client base. AI Consultants focus on driving new business by handling inbound marketing calls, outbound calling on web leads, following up on referrals from branch and service center partners, and making proactive outbound calls on Marketing lists. Consultants actively follow up with clients through the entire sales process, winning new business and then helping the client leverage Schwab’s trading tools and services. AI Consultants will also actively manage relationships with internal partners, providing subject matter expertise and support.
Brief Description of Role:
Solid knowledge of Active Trader products, platforms, and the broader spectrum of offers are an essential ingredient for success. Excellent sales skills are a must. Candidates must be able to have engaged trading related conversations with clients/prospects, provide value oriented solutions, and follow through on behalf of the client. They also must be able to recognize the broader needs of traders and partner with local branch staff to gain a trader’s whole financial services relationship.
Interested parties must be self-motivated, adaptable to quick changes from inbound to outbound focus, and have the ability to build relationships across various Schwab groups. Candidates must be goal oriented and will be accountable for exceptional productivity and delivering outstanding personal sales results. The Active Investor Sales Consultant compensation plan includes a base salary and the opportunity to earn sales incentives based on individual sales performance, as measured by revenue generated to the firm.
Technical/FunctionalQualifications:
The qualifications for this position include:
A minimum of 3 years experience within financial services
A minimum of two years sales experience
Series 7 & 63 licenses are required
Self motivated with good organizational and time management skills
Excellent verbal and written communication skills
Strong sales aptitude with proven productivity track record and history of success
Ability to negotiate with high value clients
A solid understanding of Active Investor client needs
Good Knowledge of technical analysis, advanced trading strategies, active trader products/services/software, and the equity/option markets
Familiarity of the Active Trader competitive landscape
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Detailed Description
Develop and retain active trader clients within the assigned ET Center area.
This… In addition, the Active Trader Relationship Manager…
From eTrade Financial Corp – 03 Nov 2010 04:28:59 GMT
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In 1983, the first online trade was placed using early E*TRADE technology.
Today, E*TRADE FINANCIAL is a global financial leader, delivering value and…
From eTrade Financial Corp – 09 Aug 2010 16:54:15 GMT
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Product Description
An indispensable resource for today’s commodity and currency trader The 2011 Edition of the Commodity Trader’s Almanac, is an essential tool for professional traders, and can help you understand the complex and exciti… More >>
Apply for Job Here
Active Trader Relationship Managers focus on revenue generation and building strong long-term relationships with our active trading clients, this includes educating clients on E*TRADE FINANCIAL’S wide range of products, platforms and services and presenting them with solutions that meet their trading needs. They offer our clients a personal connection to E*TRADE, and help them be successful traders. Whether that involves analyzing trading strategies with clients, or providing training and support on our trading platforms, our Active Trader Relationship Managers are ready to make the client experience a great one!
ESSENTIAL JOB FUNCTIONS:
REVENUE GENERATION
* Through inbound calls, outbound calls and customer appointments the ATRM will match the proper E*TRADE product with the clients trading needs to maximize revenue
* Acquire New Clients through referrals from existing client base
* Acquire new households through lead generation from seminar presentations
* Perform asset gathering to increase household wealth
* Articulate information, to the customer, about E*TRADE Financial, what it is that sets us apart from our competitors and the products/services available
RELATIONSHIP MANAGEMENT / CUSTOMER SERVICE
* Ensure retention of base clients and continually develop new clients
* Review orders and/or escalate any trading related issues
* Regularly exercise discretion and business judgment; research and resolve customer problems related to E*TRADE Securities accounts immediately or lose current opportunity to acquire assets.
* Maintain and update prospect and sales reports. Responsible for the accurate incentives paid to referral sources.
FINANCIAL EDUCATION
* Conduct training seminars to potential and current Active Trader clients
* Provide training and support on our trading platforms
* Analyze and discuss trading strategies
* Compare product and service details in comparison to professional competition; which requires advance knowledge and preparation, and the regular use of independent judgment.
Requirements
MINIMUM/REQUIRED QUALIFICATIONS:
# Series 7and 63 required Series 3 preferred, Clean U4. Series 3 must be obtained within 90 days of hire date.
# Minimum 3 years brokerage experience required or 1 year E*TRADE Elite Customer Service experience.
# 2+ years of proactive, successful sales experience in the financial services industry
# Ability to professionally conduct group seminars
# Thorough understanding of the securities industry including stocks, options and futures trading.
# Strong history of success in building client relationships and client retention experience
# Must be self-motivated with an outgoing personality and work well in a team setting
# Must have positive and professional customer service attitude.
# Utilize independent decision-making skills to handle and resolve issues. Ability to work independently.
# Computer literacy including familiarity with online services, trading solution platforms, PC skills, and technical resolution. Ability to troubleshoot basic to advanced technical problems
# Excellent organizational skills, with the ability to handle multiple tasks
# Must be focused on bottom line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and entire customer experience.
# Travel – The Active Trader Relationship Manager will be called upon to travel and represent E*TRADE at various seminars, Co-sponsored marketing events, Grand Openings, and industry trade shows.
# Bachelors degree or equivalent experience is required.
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