Hotline: 678-408-1354

Internal Sales Consultant

TD Ameritrade New York, NY Finance

The Internal Sales Consultant generates leads for the national sales team in the Break Away Broker (BAB) and RIA-only channels. The Consultant follows the direction and strategy of the Senior Sales Manager to conduct ongoing sales activities that support generating qualified leads to the sales force.

  • Identify, qualify and secure potential advisor clients seeking to move to the TD Ameritrade Institutional platform as an independent advisor
  • Perform various sales generating activities related to establishing TD Ameritrade Institutional as a recognized provider of Break Away Broker services
  • Provides support, ideas and information to assist with annual and quarterly growth targets
  • Utilize extensive knowledge of products and services to provide potential clients with information and promote, qualify and generate sales opportunities
  • Build and maintain relationships with prospective clients through sales calls and various marketing campaigns
  • Research/scrub and finalize calling campaigns to potential clients of TD Ameritrade Institutional
  • Work with internal partners such as marketing, product, and public relations to coordinate strategy and efforts
  • Create mail campaigns as a way to initiate interest in TD Ameritrade Institutional services, to be followed up with calling campaign

  • Self-motivated team player with a minimum of 3 years of industry experience required
  • Must have a thorough understanding of TD Ameritrade Institutional products and services
  • Must be able to organize activities and handle multiple assignments simultaneously
  • Positive attitude and ability to adapt to various situations
  • Knowledge of advisory business, custodial service platforms and brokerage a plus
  • Series 7 and Series 63 required
  • Bachelor’s degree
  • 3 to 5 years of experience in a direct financial sales role
  • Military education or experience may be considered in lieu of civilian requirements
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Eltas EnterPrises Inc.
3978 Windgrove Crossing
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Suwanee, Georgia
30024, USA
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