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Inside Sales Representative in Chicago, IL at TradeStation

Date Posted: 6/20/2024

Job Snapshot

Job Description


Who We Are:
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.

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