Job Description:
TD AMERITRADE is a leading organization that has provided brokerage and investment services for over 30 years. Listed in Forbes as one of America's best big companies1, the Company offers a full spectrum of investment services, including a leading active trader program, intuitive long-term investment solutions and a national branch system. Through our brokerage subsidiaries, we provide innovative, powerful online trading tools and services to individual investors.

Our associates are at the heart of what we do. We believe in teamwork, putting clients first, building strong relationships, achieving quality results and working with integrity.


Role:
The Investment Specialist is responsible for outbound phone sales activities to current clients to offer financial solutions. Focus of effort is on providing investors with a broad range of brokerage, mutual fund, and consumer financial products and services on an integrated basis. Additionally, the Investment Specialist will be responsible for meeting individual objectives that help us meet and beat team goals and growing our market share and increasing TD AMERITRADE brand awareness.

Responsibilities:
Must be an outstanding communicator and possess the ability to present new products and services to clients in a professional manner while emphasizing the features and benefits
Responsible for assisting in the implementation of new business development and sales programs and presenting complex financial solutions in a way that enables clients to make informed investment decisions.
Must be self-motivated with the ability cultivate leads into actual business and cross sell.
Must have the ability to plan, organize, prioritize and implement successful sales activities and track sales results while maintaining adherence to our core values.
Must always act with customers needs in mind and establish and maintain effective and constructive relationships with customers and gain their trust and respect.
Must be able to solve difficult problems with effective solutions, use time effectively and efficiently, relate well to all kinds of people, build appropriate rapport, use diplomacy and tact, learn quickly and be open to change.

Experience:
Requirements:
The candidate should enjoy the challenge of unfamiliar tasks, enjoy working hard, be action oriented and energetic, willing to seize opportunities when they arise and possess strong communication skills.
Ideal candidates will have a Bachelor's degree or equivalent
Must have Series 7 license and Series 66, or must be able to obtain them within 5 weeks of hire.
3 - 5 years of proactive, successful sales experience preferably in financial services

TRAVEL:5 % travel in this position.

Note: The Associate may be requested to perform additional duties as may be assigned from time to time.

TD AMERITRADE offers a competitive compensation package and an exceptional benefits package including medical, dental, PTO, 401K, tuition assistance and more.

TD AMERITRADE, Inc., member FINRA/SIPC is a subsidiary of TD AMERITRADE Holding Corporation TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company and The Toronto-Dominion Bank.

TD AMERITRADE is an Equal Opportunity Employer. We value diversity and offer a quality workplace.