Saturday, August 20, 2011

Active Trader Consultant

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Position Summary

This is a specialized group of highly knowledgeable sales people focused on revenue generation and building strong long-term relationships with our active trading clients, this includes educating clients on E*TRADE's wide range of products 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 educating clients on the risks and rewards of margin, options and futures trading or working with them to analyze a trading strategy that meets their objectives and goals, 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

  • Bachelors degree or equivalent experience is required.
  • 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.

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