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Consultant, National Strategic Accounts

Quick Facts

San Diego, California ID# 2017-11878 Regular Full-Time Second Level Professional

Role:

The National Strategic Accounts Sales Representative is responsible for maintaining strong relationships, delivering consistent superior customer service, while developing and expanding existing NSA clients.

Responsibilities:

  • Manage, grow (new assets), and retain relationships with underlying advisors within NSA firms by using proven sales strategies and tactics
  • Evaluate advisor needs to increase adoption of TD Ameritrade Institutional products and services and seek methods and opportunities to improve advisor profitability and revenue through adoption of TD Ameritrade Institutional products and services
  • Combine relationship management skills with asset growth (sales) skills to achieve quarterly and annual growth, retention and yield targets

Requirements:

  • Excellent conflict resolution skills, with the ability to effectively analyze situations, applying solutions to achieve resolution
  • Ability to comprehend, develop and effectively execute business plans, account portfolio management, and opportunity analyses
  • Excellent oral, written and presentation skills, with the ability to present to complex advisor/clients in a strong account management environment
  • Excellent client interfacing and customer-focused approach
  • Strong skill set in areas of time management, self-organization and project management
  • Extensive knowledge of the client segment, organization, product, industry, and end client
  • Demonstrated knowledge of TD Ameritrade Institutional business and products
  • Strong leadership, teamwork, and interpersonal skills and the ability to deal with both internal and external individuals
  • Bachelor’s Degree
  • At least 3-5 years related experience
  • Series 7 and 63/65 licenses

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About TD Ameritrade.

A leader in brokerage and investment services for over 35 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and bolstering our capabilities, from a leading active trader program to intuitive long-term investment solutions and a national branch system. Combined with some of the industry's brightest minds, there's no limit to how big our accomplishments can be.

From first-time investors to sophisticated traders, TD Ameritrade is focused on helping individuals seek out their financial goals. And you're the ambassador to all that we do. Beginning with our trading platform and proprietary technology to our resolve to outperform, you'll maintain the high level of quality and integrity we're known for, each and every day. With the right opportunity, there's no limit to what you can accomplish.

As a leading employer in financial services, we believe in building strong relationships, achieving quality results and working with integrity. It's at the heart of everything we do. That's why we provide you with comprehensive training, benefits and programs that inspire you to achieve more every day. Apply to a TD Ameritrade job today and help our clients pursue their dreams, while you fulfill yours.

Applicants must be eligible to work in the U.S. Immigration sponsorship is typically not available for this position.

TD Ameritrade participates in the E-Verify program. For additional information on this program please click here. TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace. TD Ameritrade, Inc. member FINRA/SIPC/NFA is a subsidiary of TD Ameritrade Holding Corporation (NASDAQ:AMTD). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and the Toronto-Dominion Bank.

© 2014 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.

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All about growth.

By virtue of what we do, our world is filled with numbers. Here are just a few that we believe best describe TD Ameritrade at its finest.

  • 5,900 Full-time
    Employees

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  • 100+Branches
    in 34 States

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  • 96,000 Hours Volunteered to
    Community Programs

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