Branch Manager - Albuquerque, NM

Td Ameritrade Albuquerque , NM 87102

Posted 2 months ago

Role:

Better Begins Here

Are you a proven leader who is passionate about motivating and developing other financial professionals while competitively achieving individual sales/goals? We are looking for a licensed leader who enjoys working in a collaborative and client centric culture. Build your team as you build relationships with existing TD Ameritrade clients. You will advise diverse clients on a wide range of services and non-proprietary products including: Goal Planning, recommendations of TD Ameritrade Investment Management Services, and complete wealth management portfolios. At TD Ameritrade, we offer more than just self-directed investment services. For us, it's about building long-term relationships that change lives.

Responsibilities:

Better Begins with You

A Day in the Life of a Branch Manager with a Practice

Start your day with an energizing and encouraging huddle with your team, capturing goals, best practices and areas of focus for the day. Primary focus to ensure a superior client experience through building individual relationships with existing TD Ameritrade clients in an effort to demonstrate to clients and prospects the value of the TDA platform, resulting in asset accumulation and retention. Partner with clients to review their financial circumstances and learn about their current needs and long-term goals. Lead, coach, and develop your team of consultants by reinforcing standard sales process and building their capabilities for the future. Collaborate and leverage the support of key business partners while managing compliance, supervisory, and staffing needs of your branch.

Requirements:

  • Demonstrated leadership, management and motivational skills

  • Deep commitment to client satisfaction and TDA Core Values

  • 3+ years licensed brokerage experience

  • Demonstrated success in financial sales

  • Experience presenting complex investment strategies to retail clients and business partners through face-to-face and phone meetings

  • Proven ability to develop strong relationships with clients, prospects and business partners

  • Proactive team player able to work in a fast-paced environment

  • Strong analytical, organizational, presentation, and computer skills

  • FINRA Series 7 license required

  • FINRA Series 66 (63/65) license (may be obtained - condition of employment)

  • FINRA Series 24 (9/10) license (may be obtained - condition of employment)

  • CFP preferred

  • Bachelor's degree or equivalent combination of education and experience required

  • Military education or experience may be considered in lieu of civilian requirements listed

  • Candidates who qualify for this role might have title and job responsibilities similar to: Financial Advisor, Wealth Management Advisor, Wealth Management, Financial Planner, Financial Planning, Investment Advisor, Financial Service Manager, Senior Financial Manager, Wealth Manager, Sales Manager, Market Manager, Family Wealth Manager, Private Wealth Manager, Branch Manager

Help us achieve our mission to empower investors by leveling the playing field. Stand on the side of the client, break down barriers, and inspire and educate your clients by delivering simple, personal, and straight-forward solutions.

Apply Now!

Apply Now Send to Email


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Sales Rep Albuquerque NM

Brains Workgroup, Inc.

Posted Yesterday

VIEW JOBS 11/14/2018 12:00:00 AM 2019-02-12T00:00 Our client, a biotech/software startup in San Diego CA, is looking for talented <strong>Sales Reps Nationwide. This is remote position with extensive travel within territory.  Must be located near by major metro Area.</strong> <div><span style="font-family:"Calibri","sans-serif";color:black"><o:p></o:p></span></div> Permanent positions with full benefits package, competitive compensation (base + uncapped monthly commissions) DOE<br /> <br /> <strong>** Must be authorized to work for ANY employer in US   - NO Visa support for this role</strong><br /> <strong>Please read the description below and to be considered immediately email your resume to <a href="https://brainsworkgroup.catsone.com/careers/index.php?m=portal&a=apply&jobOrderID=6289194&portalID=9549" target="_blank" title="Click Here to Apply Online">igork@brainsworkgroup.com</a></strong><br /> <br /> <strong><span style="font-size:14px;">Sales Rep</span><br /> Responsibilities and Duties</strong> <ul> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Promote and sell genetic tests & services to target physician practices as defined by the Sales Plan.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Manage customer relationships in a defined geographical territory in order to strengthen the company brand.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Follow up on all marketing/sales leads as quickly as possible. Make new calls on potential customers to stimulate interest in the company's services.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;"><strong>Meet and/or exceed assigned sales volume/revenue targets</strong>.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Design and implement account strategies at the territory level that exceed expectations in revenue retention/growth, account profitability, and customer satisfaction/loyalty.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Develop call plans, routes, and objectives for each client. Travels throughout assigned territory to call on regular and prospective customers to solicit orders, or talks with customers in person or by phone. Some overnight travel may be necessary.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Coordinate appropriate support resources (client services, telemarketing, technical) to maximize and strengthen customer relationships.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Advise management of any information pertinent to the company's activities, gathered as a result of observations made in the field. Report information regarding new services, activities of competitors, upgrades in capabilities and referrer's needs, etc.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Perform client presentations articulating the value proposition of product/solution/service offerings.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Stay abreast of new developments and trends in laboratory diagnostic testing and health care industry in order to be capable of understanding referrers and prospects needs and with the assistance of professional staff, to provide workable solutions to referrer's requirements.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Attend trade shows as a representative of the Company in a sales/technical capacity.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Demonstrate the highest level of integrity in all customer/company interactions, respect patient confidentiality.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;"><strong>Ability to work effectively with minimal direction from or interface with Sales Management.</strong></li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Comply with all applicable laws, rules and regulations, the company's policies and procedures.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Perform other projects/tasks, as requested by the Company.</li> </ul> <div style="padding: 0; margin: 0;"><strong>Qualifications and Skills</strong><br /> <br /> <strong><u>Required Qualifications & Experience</u></strong><strong>:</strong> <ul> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;"><strong>2+ years sales experience in the laboratory/diagnostic sales industry, with proven track record of success</strong>.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;"><strong>2+ years sales experience in outside sales position working with/calling on physicians (i.e. Pharmaceuticals, Medical Device, etc</strong>.) <strong>with proven track record of success</strong></li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Proven leadership skills</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Proven relationships with customer base</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;"><strong>Bachelor's Degree in science or marketing from a four-year college or university</strong>.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;"><strong>Positive attitude</strong></li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;"><strong>Strong work ethic</strong></li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Strong interpersonal and presentation skills.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Positive self-presentation that embodies the culture of Pathway.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Endorsement from physicians that demonstrate strong customer relationships.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Ability to communicate effectively, both verbally and in writing.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Possess interpersonal, public speaking, and sales skills.</li> </ul> <div> </div> <div>Please email your resume or<br /> <strong>Use this link to apply directly:</strong><br /> <strong><a href="https://brainsworkgroup.catsone.com/careers/index.php?m=portal&a=details&jobOrderID=11018389" target="_blank">https://brainsworkgroup.catsone.com/careers/index.php?m=portal&a=details&jobOrderID=11018389</a></strong><br /> Or email: <strong><a href="https://brainsworkgroup.catsone.com/careers/index.php?m=portal&a=apply&jobOrderID=11018389&portalID=9549" target="_blank" title="Click Here to Apply Online">igork@brainsworkgroup.com</a></strong><br /> <strong>Check ALL our Jobs: <a href="http://brainsworkgroup.catsone.com/careers" target="_blank" title="Click Here To See ALL Job Opportunities">http://brainsworkgroup.catsone.com/careers</a></strong></div> <br /> <span style="font-size:8px;">Keywords:  sale, quota, lab, diagnostic, insurance, health, doctors, weight, vitamins, aging, nutritionist, wellness</span></div> Brains Workgroup, Inc. Albuquerque NM

Branch Manager - Albuquerque, NM

Td Ameritrade