Discount Brokerage Sales Representative jobs in California

Discount Brokerage Sales Representative is responsible for the timely buying and selling of securities for clients at discounted commissions. Ensures accuracy of transactions and keeps abreast of market conditions. Being a Discount Brokerage Sales Representative typically does not make investment recommendations unless client holds advised account or other fee-based product. Requires a bachelor's degree in area of specialty or in a related area and may require state licensure. Additionally, Discount Brokerage Sales Representative requires NASD series 7 license. Typically reports to a manager or head of a unit/department. The Discount Brokerage Sales Representative occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Discount Brokerage Sales Representative typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Customer Representative, Truckload Brokerage (Sales & Operations)
  • Estes Forwarding Worldwide
  • Pico Rivera, CA FULL_TIME
  • Overview

    Estes Forwarding Worldwide (EFW) is a leading domestic and international freight forwarder in the United States, providing customized logistics and warehousing solutions for clients around the world and across all industries via air, ground, and ocean freight. A subsidiary of Estes Express lines with corporate located in Richmond, Virginia, EFW is uniquely backed by Estes Express Lines’ extensive line haul network providing EFW clients with a hybrid transportation network. The company has received industry awards, including Specialty Carrier of the Year and E-Commerce Delivery Carrier of the Year, and has been recognized by Global Trade Americas as a leading 3PL to watch.

     

    We are proud to offer highly competitive pay and a comprehensive benefits package, including:

    • Paid vacation, sick time, and holidays
    • 401(k) plan with company match
    • Medical, dental, and vision insurance
    • Short- and long-term disability plans
    • Life and accidental death & dismemberment insurance
    • Job referral bonus program

    Responsibilities

    SUMMARYA brief summary of the purpose this position must fulfill.As a Customer Representative, TLB, you will work as part of a team to manage Truckload Brokeragebusiness within EFW Truckload, a division of Estes Forwarding Worldwide. The individual will beresponsible for all aspects of sales and operation with the EFW Truckload Brokerage division which willfocus primarily on continuously prospecting and closing new business, as well as customer service andshipment management. One will ensure proper execution of standard operating procedures, keyperformance indicators, and other account metrics on a daily basis.ESSENTIAL DUTIES AND RESPONSIBILITIESTo perform this job successfully, an individual must satisfactorily perform each essential duty.Reasonable accommodations will be made to enable individuals with disabilities to perform theessential duties. Continuously prospecting Truckload sales opportunities, while closing new business and growingexisting relationships through an unmatched level of service. Regularly call prospective customers to generate new business. Implement strategies to maintain and/or expand profitability and promote EFW logisticsservices, specifically for EFW Truckload Brokerage. Expedite the resolution of customer concerns and exceptions to ensure customer and accountsatisfaction. Interface with both internal and external customers to understand the customer's overallobjectives and requirements. Responsible for developing, managing, and fostering relationships with customers and accountsto ensure retention and create organic growth. Share details with customers on additional offerings to provide value added service. Collaboratewith the appropriate Enterprise parties to ensure the customer’s logistics and supply chainneeds are taken care of. Responsible for a book of Truckload Brokerage business to support operational and financialobjectives of the regional operating center. Provide information to support claims mediation between carrier, customer, and EFW ClaimsDepartment. Through a network of internal and external transportation suppliers, determine the mostefficient, cost-effective service provider for the requested EFW Truckload Brokerage service. Thoroughly document all information for every shipment including special customer requests,the assignment of special authorization numbers, ship tracing information and OS&Dinformation. Maintain document flow of carriers and appropriate TSA and DOT documentsincluding documents for the movement of Dangerous Goods. Evaluate multiple options regarding logistics services. Promote world-class customer care.Meet and exceed predetermined account goals and objectives. Expands market share by driving an active opportunity pipeline and qualification process inCRM. Maintain good communication and positive relationships within the Truckload team as well aswith internal and external customers. Support and promote company core values. On-call schedule required as requested. Regular attendance is required. Comply with company C-TPAT and TSA security procedures. Perform other duties as assigned.

    Qualifications

    EDUCATION/EXPERIENCEBachelor’s degree preferred or a minimum of an Associate degree (or equivalent) and 0-3 years ofexperience in transportation, logistics, supply chain, sales or other transportation business oractivity with a clear understanding of multiple modes and services within thetransportation/logistics industry. However, a combination of experience and/or education will betaken into consideration.

    QUALIFICATIONSThe qualifications listed below are representative of the minimum knowledge, skill, and/or abilityrequired.SKILLS AND ABILITIES Must be a self-starter and determined to succeed and meet Truckload sales objectives. Intermediate proficiency in Microsoft Office, internet, web-based, and job specific softwareapplications. Must have a strong work ethic and good problem-solving skills. Must be able to interact well with others. Must desire to show leadership and team-building abilities. Must have good communication and organizational skills. Must be able to work independently, or in a team setting. Must be capable of working under tight time constraints in a high-volume environment withmultiple priorities. Ability to read and interpret general business documents. Ability to write routine reports and general business correspondence. Ability to work with peers and communicate basic concepts. Ability to solve practical problems through standardized solutions that require limitedjudgment. Ability to follow prescribed and detailed procedures to solve routine problems. Must be eligible to work in the United States. At this time, EFW will not sponsor a new applicant for employment authorization for thisposition. EFW offers an opportunity to grow and develop your career in an environment that providesa fulfilling workplace for employees, creates an environment for continuous learning, andembraces the ideas and diversity of others. All qualified applicants will receive considerationfor employment without regard to sex, pregnancy, race, ethnicity, color, creed, religion,national origin, age, disability status, protected veteran status, marital status, sexualorientation, gender identity or expression, or any other legally protected status.

  • 1 Month Ago

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Financial Representative - Folsom, CA
  • Fidelity Brokerage Services LLC
  • , CA FULL_TIME
  • Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty...
  • 12 Days Ago

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Financial Representative - Burlingame, CA
  • Fidelity Brokerage Services LLC
  • , CA FULL_TIME
  • Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty...
  • 2 Months Ago

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Financial Services Representative - Sunnyvale, CA
  • Fidelity Brokerage Services LLC
  • , CA FULL_TIME
  • Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career ...
  • 1 Day Ago

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Financial Services Representative - Sacramento, CA
  • Fidelity Brokerage Services LLC
  • , CA FULL_TIME
  • Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career ...
  • 2 Months Ago

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Financial Services Representative - Pasadena, CA
  • Fidelity Brokerage Services LLC
  • Pasadena, CA FULL_TIME
  • Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career ...
  • 2 Months Ago

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Vendor Specialist
  • Sentoria Staffing Solutions
  • Houston, TX
  • Job Description Job Description Sentoria's Oil & Gas client located in downtown Houston, TX is in need of a contractor t...
  • 4/25/2024 12:00:00 AM

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Sales Team Member
  • Michaels Stores
  • Biddeford, ME
  • **To review a comprehensive list of benefits, please visit** * Adhere to Standard Operating Procedures (SOPs) and Compan...
  • 4/24/2024 12:00:00 AM

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Sales Team Member
  • Michaels Stores
  • Merritt Island, FL
  • Sales Team Member page is loaded **Sales Team Member** **Sales Team Member** locationsMerritt Island-780-3B E Merritt Is...
  • 4/24/2024 12:00:00 AM

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IT Vendor Specialist
  • Pyramid Consulting, Inc
  • Fort Worth, TX
  • Immediate need for a talented IT Vendor Specialist. This is a 10+ Months Contract opportunity with long-term potential a...
  • 4/23/2024 12:00:00 AM

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Associate Sales Consultant
  • Intellijoint Surgical Inc.
  • Edison, NJ
  • Tagline: Drive sales growth with exciting, innovative, medical technology! Type of Position: Full time Location: New Jer...
  • 4/23/2024 12:00:00 AM

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Sales Team Member
  • Michaels Stores
  • Atlanta, GA
  • Sales Team Member page is loaded **Sales Team Member** **Sales Team Member** locationsMcDonough-1940 Jonesboro Rd time t...
  • 4/23/2024 12:00:00 AM

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Sales Team Member
  • Michaels Stores
  • Sales Team Member page is loaded **Sales Team Member** **Sales Team Member** locationsBend-63485B N Hwy 97 time typePart...
  • 4/23/2024 12:00:00 AM

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Calling ALL Sales Winners
  • Blazar Group LLC
  • Fulshear, TX
  • Do you have what it takes to excel in a sales environment? We are hiring locally. Local business in Fulshear (Houston ar...
  • 4/22/2024 12:00:00 AM

California is a state in the Pacific Region of the United States. With 39.6 million residents, California is the most populous U.S. state and the third-largest by area. The state capital is Sacramento. The Greater Los Angeles Area and the San Francisco Bay Area are the nation's second and fifth most populous urban regions, with 18.7 million and 9.7 million residents respectively. Los Angeles is California's most populous city, and the country's second most populous, after New York City. California also has the nation's most populous county, Los Angeles County, and its largest county by area, S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Discount Brokerage Sales Representative jobs
$57,745 to $107,446

Discount Brokerage Sales Representative in Fort Worth, TX
A successful candidate for discount brokerage sales representative or officer will routinely report to the sales manager or head of the department.
February 18, 2020
Discount Brokerage Sales Representative in Newport News, VA
Discount brokerage sales representatives are expected to build their own clientele.
December 11, 2019
Discount Brokerage Sales Representative in Idaho Falls, ID
A discount brokerage sales representative can also be referred to as a discount brokerage sales officer.
December 31, 2019