TradeStation ยท 9 hours ago
Inside Sales Representative
TradeStation is an online brokerage firm focused on delivering a premier trading experience for active traders and institutions. The Inside Sales Representative will handle outbound sales calls and manage the onboarding process for clients, ensuring exceptional support and nurturing high-revenue accounts.
Financial Services
Responsibilities
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
Qualification
Required
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
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
Preferred
2+ years of financial sales experience preferred
SIE, Series 7, 63, and 3 preferred
Benefits
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
Company
TradeStation
Welcome to the home of those who were born to trade! We empower natural-born traders to hone their strategies with an advanced platform & brokerage services.