• Regional Sales Director

    Job Locations US-VA-Arlington | US-GA-Alpharetta
    Posted Date 2 weeks ago(1/8/2020 1:05 PM)
    Requisition ID
    Professional Area
    Stock Plan Services
  • Who We Are

    More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first.

    About the Role



    This role is responsible for institutional sales throughout a designated territory. This person must be entrepreneurial minded and identify good prospects through networking, calls and e-marketing campaigns. The RSD will work with those prospects to obtain a commitment to move some or all of their assets to E*TRADE. After signing the prospect, the Regional Sales Director must maintain a relationship with that advisor and facilitate the asset conversion process and subsequent efforts to increase E*TRADE's share of the Advisor’s assets.




    The role is also responsible for the strategic accounts in their region. These are existing clients with growth opportunities. They will annually prepare a strategic account plan and work directly with the client to achieve their growth objectives in addition to:

    • Contacts financial industry prospects and sells them on the benefits of converting some of their assets to E*TRADE accounts
    • Coordinates and leads demonstrations of proprietary software
    • Uses Salesforce.com to record all prospect activity
    • Manages the end-to-end sales process
    • Negotiates mutually beneficial outcomes
    • Manages client relationships by troubleshooting and resolving issues
    • Keeps abreast of the financial industry and the competitive landscape
    • May represent company at trade shows and conferences
    • Tracks expenses and sales
    • Other duties as may be assigned

    *Candidate may sit in Arlington, VA; Alpharetta, GA; Orlando, FL; Tampa, FL or Ft. Lauderdale, FL* 



    • Bachelor’s Degree is required with 5-10 years of sales experience in the financial services field
    • Series 7 & 63
    • Incumbent must be able to sell a "service" vs. wholesaling 


    • Must know the latest trends in the financial industry and be aware of the competitive landscape
    • Must have expert knowledge of different sales strategies and is familiar with Salesforce.com
    • Must be able to demonstrate persuasive “selling” skills by asking probing questions, understanding client goals and objectives, business issues and problems
    • Needs to be able to inspire, motivate and engage potential prospects as well as co-workers and gain their commitment
    • Must be skillful at overcoming objections and influencing others
    • Must be able to write clear, concise communications that demonstrate consultative selling skills
    • Must have been trained in consultative sales processes such as “Value Selling” and be a disciplined user of such processes
    • Must also have active listening skills, project a credible and professional demeanor, and be able to skillfully negotiate in tough situations
    • Can inspire clients with the “vision” of a solution that will resolve business issues
    • Must be able process rejection at time where the prospect is not the proper fit to work with E*TRADE


    We offer a competitive and comprehensive benefits package. Please visit https://www.etradecareers.com/why-work-at-etrade/employee-benefits/ to learn more about the opportunities.

    E*TRADE Financial is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed

    Need help finding the right job?

    We can recommend jobs specifically for you! Click here to get started.