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:

Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.

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: