INSTITUTIONAL OUTSIDE SALES REPRESENTATIVE
About The Position
In this role, you will execute a strategy to enhance TradeStation's Institutional business growth. This role partners with many departments across the firm, thus cross-company engagement and orchestration is critical. The candidate will be a high-impact individual, driving best-in-class sales results. This role will have a strong focus on lead generation and pipeline creation, along with prospect nurturing, lead prioritization, and closing. The ideal candidate has an entrepreneurial spirit and results-driven approach, along with a focus on building Institutional business relationships and continually improving sales performance. This is an on-site position in our Plantation office at 8050 SW 10th Street, Suite 2000, Plantation, FL 33324.
Requirements
- The successful completion of all industry-relevant exams
- An intrinsic, self-motivated drive with excellent time management skills
- Superb interpersonal and presentation skills
- Excellent attention to detail, organization, pipeline management, and documentation skills
- Possession of profound problem-solving capabilities, equipping you to tackle all challenges
- Exceptional verbal and written communication, enabling you to articulate complex concepts
- A strong understanding of customer account procedures, positioning you to provide expert assistance with client inquiries
- In depth knowledge of multiple institutional trading platforms and the competition in our industry
- An innate ability to excel and thrive in the demanding, interactive, and fast-paced work environment that characterizes our industry
- Experience running the full sales cycle
- Prior client facing experience in sales and account management preferably covering financial institutions (Family Offices, Asset Managers, Hedge Funds, RIAs, etc.)
- College degree required in relevant field (Finance, Business, Computer Science)
- 5 - 10 years of Futures focused Institutional financial services sales and trading experience
- Series 3 required, SIE, 7 & 63 preferred
Responsibilities
- Identify, prospect, lead, and win new business with Institutional clients primarily in the Hedge Fund and Family Office space to meet quota via individual efforts and by working with Marketing and other colleagues within the sales organization
- Lead discovery efforts to uncover prospect pain points and tailor TradeStation solution to meet prospect needs
- Create forecasts and develop predictable funnel of qualified sales leads that ultimately result in revenue
- Develop compelling proposals and RFPs to win new business
- Understand the competitive landscape and conduct market research in coordination with cross-functional partners
- Provide demos of TradeStation's platform and products
- Bring a consultative and solutions-oriented mindset to every conversation
- Accountable for maintaining accurate data and operating within established frameworks
- Guiding clients through the intricacies of account setup, funding, and set up in partnership with the client experience teams
- Develop and maintain industry and market expertise to maximize the client's business strategy
- Upholding and enhancing TradeStation's sterling reputation through unwavering professionalism, courtesy, and a steadfast commitment to compliance and surpassing client expectations
Benefits
- Collaborative work environment
- Competitive compensation structure
- Generous 401k plan
- Comprehensive benefits for you and your family starting day 1
- Flexible working environment
- TradeStation Account employee benefits, as well as full access to trading education materials
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
