Junior Broker
Core
Prospecting and engaging leads to introduce stockbroking services and schedule follow-ups for conversion.
Role type
Junior Broker (Sales/Business Development)
Builds
Client acquisition pipeline for a fintech stockbroking firm
Domain
Finance / Stockbroking
Deliverable
client delivery
Required skills
sales, business development, high-volume phone environment, market education, pipeline management, client profiling
Preferred skills
familiarity with ASX and international markets, RG146 certification
Technologies
ASX market data, CRM tools
Responsibilities
Prospect and engage leads from internal database, Educate prospects on market trends and investment opportunities, Profile potential investors and schedule follow-up calls, Monitor ASX and international market developments, Achieve daily call targets and performance KPIs
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