traders. Whether that involves analyzing trading strategies with clients, or providing training and support on our trading platforms, our Active Trader…
From Brokerhunter.com – 26 Mar 2011 05:25:49 GMT
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Key Skills: Broker/Trader, FCCB, Convertible bond, Trader,Fixed Income Trader
Shall be a US based… be a Fixed Income / Bond Trader
Job Description
Shall…
From ClickJobs.com – 20 Mar 2011 01:09:46 GMT
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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:
Good knowledge of Schwab’s Active Trader products, platforms, and Schwab’s 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:
Minimum 5 years financial services industry experience, with a minimum of 2 years sales experience is required
Series 7 & 63 licenses is 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
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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Active Trader Consultant
Location Chicago, IL, US
Organization Name 0014 4034 PET Active Trader – 0103… platforms, our Active Trader Consultants are ready to…
From FinancialJobBank.com – 24 Feb 2011 14:56:36 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.com – 24 Feb 2011 04:29:02 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 eTrade Financial Corp – 18 Feb 2011 06:04:43 GMT
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My client are a large, successful and continually growing IT service management consultancy. They are one of the UK’s largest consultancies specialising in service management and looking for an experienced Principal Consultant to join their Senior Team and continue their reputation for excellent delivery and implementation of service management strategy, process and improvement projects. As a …
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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
# 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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Active Trader Consultant
Location Alpharetta, GA, US
Organization Name 0014 4034 PET Active Trader… Description
Active Trader Consultants focus on…
From FinancialJobBank.com – 04 Feb 2011 15:34:35 GMT
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This expanding Risk Advisory & Asset Management firm in London seeks to recruit an experienced performance based sales consultant to significantly help increase assets under management. You must be able to significantly impact the asset gathering capabilities (targeted by region or investor type). Risk Advisory & Asset Management Firm
COMPANY OVERVIEW:
Risk Advisory Products: Full range …
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