This role focuses on identifying, engaging, and converting high-potential prospects, such as day traders, options traders, futures traders, margin/portfolio margin traders, and frequent equity/ETF investors, who are currently managing accounts at competitor firms or trading through multiple platforms. Consultative Sales and Needs Analysis: Conduct discovery calls and meetings to understand prospects' trading strategies, volume, preferred platforms (e.g., advanced charting, API access, direct market access), commission structures, and frustrations with current brokers.