ETF Wholesaler (ETF Sales Specialist)

Inspire Investing; Meridian (ID); On-site; USD 65,000 - 180,000; Full time

Job summary

A leading investment firm based in Idaho is looking for an Entry-level ETF Sales Specialist. This role involves driving sales growth, engaging with financial advisors, and maintaining CRM data. The ideal candidate will possess excellent communication skills and a Series 65 license, necessary for fulfilling sales responsibilities. The position offers a salary of $65,000 per year with potential earnings of up to $180,000, depending on performance. This role is full-time and includes opportunities for travel to conferences and workshops.

Qualifications

• Excellent communication skills for interactions with financial advisors.
• Ability to drive sales and market share growth.
• Demonstrated knowledge of ETFs and sales strategy.

Responsibilities

• Drive sales and market share growth of ETFs.
• Maintain CRM data and conduct presentations.
• Build and develop relationships within assigned sales territory.
• Travel to conferences and events in a sales capacity.

Skills

Sales strategy

Communication skills

Client relationship management

Education

Series 65 license

Job description

Overview

Inspire’s ETF Sales Specialists expand the distribution of products and services by engaging professional and institutional clients and cultivating new relationships. They support sales and market share growth, present products to advisors, maintain CRM data, conduct presentations, travel to conferences and workshops, and pursue new and existing client relationships.

Responsibilities

• Drive sales and market share growth of Inspire ETFs.
• Demonstrate excellent knowledge of Inspire ETFs in sales conversations with financial advisors.
• Exhibit outstanding written and oral communication skills when interacting with financial advisors and colleagues.
• Fulfill required administrative/team responsibilities such as CRM data entry, call reporting, expense reports, conference calls and meetings.
• Conduct daily activities and conversations in the highest professional manner.
• Develop new and build upon existing relationships within assigned sales territory.
• Execute on and improve sales process to ensure annual goals are met.
• Periodic travel to conferences and wholesale events in a sales capacity when scheduled.
• Facilitate presentations for groups of advisors or institutional clients on our products and services.

Required Certifications

• A Series 65 license is required for the ETF Sales Specialist position. If you do not currently have your Series 65 license, you will be given a conditional job offer with three weeks to study and pass the test. If after three weeks the test is not successfully passed, employment process will be terminated.

Compensation

• $65,000/annual base + variable: estimated earnings $160k - 180k (no cap)

Seniority level

Entry level

Employment type

Full-time

Job function

Sales and Business Development