Inside Sales Representative
TradeStation
Plantation, FL
Who We Are:
TradeStation is the home of those born to trade. As an online brokerage firm and trading ecosystem, we are focused on delivering the ultimate trading experience for active traders and institutions. We continuously push the boundaries of what's possible, encourage out-of-the-box thinking, and relentlessly search for like-minded innovators.
At TradeStation, we are building an AI-First culture. We expect team members to embrace AI as a core part of their daily workflow, whether that’s using AI to accelerate development, enhance decision-making, improve client outcomes, or streamline internal processes. We hire, grow, and promote people who can harness AI responsibly and creatively. We treat AI as a partner in problem-solving, not just a tool; following our governance standards to ensure AI is used ethically, securely, and transparently. If you join us, you’re joining a culture where AI is how we work.
Are you ready to make yourself at home?
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.
This is an on-site position in our Plantation office at 8050 SW 10th Street, Suite 2000, Plantation, FL 33324.
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.
About the Company
TradeStation
TradeStation Group, Inc., through its principal operating subsidiaries, TradeStation Securities, Inc. and IBFX, Inc. offers the TradeStation analysis and trading platform to the active trader and certain institutional trader markets. The TradeStation platform offers electronic order execution and enables clients to design, test, optimize, monitor and automate their own custom equities, options, futures and forex trading strategies. TradeStation acquired IBFX Holdings, LLC in November 2011, expanding TradeStation's forex business in the U.S. and globally. TradeStation is a wholly owned subsidiary of Monex Group, Inc., one of the largest online financial services providers in Japan.
TradeStation Securities, Inc. (Member NYSE, FINRA, SIPC, NSCC, DTC, OCC & NFA) is a licensed securities broker-dealer and a registered futures commission merchant, and also a member of the Boston Options Exchange, Chicago Board Options Exchange, Chicago Stock Exchange, International Securities Exchange and NASDAQ OMX. Its TradeStation Prime Services division, based in New York, seeks to provide prime brokerage services, including securities lending, to small and mid-sized hedge funds and other firms. IBFX, Inc. (Member NFA), a Retail Foreign Exchange Dealer (RFED), and IBFX Australia Pty. Ltd., authorized and regulated by the Australian Securities and Investment Commission, provide the company's forex brokerage offering. The company's technology subsidiary, TradeStation Technologies, Inc., develops and offers strategy trading software tools and sub ion services. TradeStation Europe Limited is an FSA-authorized brokerage firm that introduces UK and other European accounts to TradeStation Securities, Inc. and IBFX, Inc.
Monex Group, Inc. (Tokyo Stock Exchange 1st section: 8698; Chairman and CEO: Oki Matsumoto) provides online investment and trading services for retail and institutional customers around the world through its subsidiaries, including Monex in Japan, TradeStation in the U.S. and Europe, Monex Boom in Hong Kong and IBFX for forex business. Monex Group is pursuing its "Global Vision" strategy to establish a truly global online financial institution that creates positive synergies for all stakeholders.
Its main subsidiary, Monex Inc., one of the largest online securities brokerages in Japan, provides advanced and unique financial services to its nearly 1 million individual investors. Monex Group's services also cover M&A advisory, debt and equity underwriting, asset management focusing on alternative investments, investment education and other investment banking functions in Japan.