Saturday, August 27, 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!



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


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.


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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