TradeStation is an online brokerage firm seeking to level the playing field for self-directed investors and traders, empowering them to claim their individual financial edge. At TradeStation, we're continuously pushing the boundaries of what's possible, encouraging out-of-the-box thinking and relentless search for innovation.
What We Are Looking For:
In this role, you will be responsible for making outbound sales calls and managing the prospect onboarding process for warm marketing generated leads. Our clientele consists mainly of mid-level to highly sophisticated traders who expect exceptional support. Your primary duties will include guiding prospects through account initiation, funding, and initial software deployment, with a strong emphasis on nurturing high-revenue-generating accounts.
What You'll Be Doing:
Completing outbound sales calls
Guiding clients through the intricacies of account setup, funding, and the initial software installation process
Identifying sales opportunities within the TradeStation funnel
Functioning as a high-level point of contact for customer support
Working in a team-oriented environment
Delivering the highest level of support with dedication to follow-up and organization
Working in a fast paced and interactive environment
Maintaining a positive representation of TradeStation through professionalism, courtesy, and by striving to exceed client expectations
The Skills You Bring:
Successfully pass all relevant industry exams
Strong problem-solving skills
Strong ability to close sales opportunities
Self-motivated team player with strong interpersonal skills
Excellent verbal and written communication skills
Understanding of sales best practices
Ability to work in a fast paced and interactive environment
Minimum Qualifications:
1-2 years of experience in a sales role, particularly in outbound sales
Proven track record of meeting or exceeding sales quotas and targets
College degree required
Desired Qualifications:
2 years of financial sales experience preferred
SIE, Series 7, 63, and 3 preferred
What We Offer:
Collaborative work environment
Competitive Pay
Yearly bonus and generous 401k plan
Comprehensive benefits for you and your family starting Day 1
Unlimited Paid Time Off
Flexible working environment
TradeStation Account employee benefits, as well as full access to trading education materials
Pay Range (US) $90K variable pay (Countries outside of the US have differing ranges in accordance with local labor markets)
TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Business Development
Industries
Financial Services
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