Guidance Consultant

Location
St. Louis, Missouri
Posted
March 17 2017
Ref
R0002379
Industry
Securities

JOB DESCRIPTION


The main purpose of this position is to match client's needs with the appropriate guidance solution and convert opportunities into closed sales.

ESSENTIAL FUNCTIONS: 

• Engage clients/prospects in a needs based business development conversation.

• Recommend solutions to new and existing clients via phone.

• Convert branch guidance referrals into closed guidance services sales.

• Develop relationships with internal business partners to grow referrals and sales.

• Document client interaction/sales activity in CRM system.

• Perform other duties as assigned.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Proficient understanding of mutual funds, ETFs and Asset Allocation/Modern Portfolio Theory basics.

• Exceptional verbal and written communication skills.

• Ability to communicate complex financial information to clients in a way that helps them make informed investment decisions.

• Strong sales knowledge with the ability to influence behaviors.

• Working knowledge of needs based sales curriculum and it's application in financial services sales.

• Ability to multitask.

• Strong relationship building skills with both clients and internal partners.

• Ability to work as part of a team.

• Intermediate level proficiency with Microsoft Word, Excel, and Outlook.

• Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

MINIMUM EDUCATION & EXPERIENCE:

• Bachelor's degree in Business, Finance, or a related field, or equivalent combination of education and experience required.

• 4+ years Financial Services/Brokerage experience required.

• 3+ year of experience in proactive Financial Services sales position required.

LICENSE & CERTIFICATION REQUIREMENT(S)

Clean U4 securities record required - FINRA, Series 66 required - FINRA, Series 7 required - FINRA

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.-