Phillips & Co. Securities Work Values

Daily Duties at Phillips & Co. Securities:

Acquire new accounts through cold-calling; transfer prospective clients to senior representatives for close of business; identify and uncover potential clients through phone screening process. Sales of securities to increase and/or acquire client's investment portfolio. Qualify Leads, taking potential clients through a series of required questions. Pitch for opening of new accounts. Multi-task, meeting daily, weekly, monthly quotas. Due Diligence on all securities in pipeline.

What they like about Phillips & Co. Securities:

A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.

Tags

communication, writing, editing, business development, innovative, business to business sales, compliance, coaching and development, Excel, Office, accounting

Skills

Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Software Implementation, Requirements Analysis & Specification, Leadership , Writing, editing marketing material and promotional information

These are some of the questions we asked our climbers about their experiences with Phillips & Co. Securities: