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:

You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.

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: