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6 hours ago
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slack salesforce futures series 7 series 63

📋 Description

  • Provide friendly, accurate, and efficient support via phone
  • Assist customers with complex option order execution
  • Analyze customer positions and advise advantages/disadvantages for strategies
  • Identify customer needs as self-directed investors and provide solutions
  • Utilize trading software features and platform knowledge
  • Work with customers to help them succeed on tastytrade platform

🎯 Requirements

  • FINRA Series 3, 7, and 63 Certified
  • Comfortable commuting to the office 5 days/week
  • Familiar with Regulation T and portfolio margin accounts
  • Knowledge of futures and options on futures
  • Strong interpersonal skills for customer interactions
  • 2-3 years of experience in a high-volume call center

🎁 Benefits

  • Performance Bonuses
  • 401k Plan
  • Medical/Dental/Vision Benefits
  • Continued Education Support
  • 20 Paid Vacation Days + birthday day off
  • 10 Paid Sick Days
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