ETF Wholesaler Senior - S. CA & Hawaii Remote

TieTalent; United States; Remote; USD 81,000 - 90,000; Full time

Job summary

A leading company seeks an ETF Regional VP for remote work covering S. CA & Hawaii. The role focuses on increasing ETF product sales through relationship building and effective communication. Ideal candidates have sales experience in financial services and necessary licenses, with a strong understanding of market dynamics.

Benefits

Comprehensive benefits including medical and dental

Generous time off and 401(k) match

Campus amenities

Qualifications

• 2-3 years of sales experience in Financial Services with proven results.
• FINRA Series 7 & 63 licenses required.
• Experience with artificial intelligence tools is preferred.

Responsibilities

• Increase sales through contact with financial professionals.
• Develop and retain relationships to drive ETF sales.
• Deliver educational presentations and demonstrations.

Skills

Sales experience

Communication

Relationship building

Technical Presentation

FinTech knowledge

Education

High School diploma

Four-year degree in Finance, Economics, or related field

Job description

ETF Wholesaler Senior - S. CA & Hawaii Remote

At Allianz Life, we are driven by our mission - to secure your future - and by our common goal of caring for tomorrow. We foster an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our employees, customers, community, and the environment through various initiatives and commitments.

What you do:

The ETF Regional VP is responsible for increasing sales of Allianz Investment Management (IM) ETF products within the territory through direct contact (in person, phone, video conferencing) with financial professionals. This involves building relationships with non-producing Allianz financial professionals to promote our ETF products and increasing sales among existing Allianz ETF advisors. Collaboration with business partners such as External/Internal Annuity Retirement Consultants, Strategic Accounts, Distribution Sales Development, and Sales Supervision is essential.

Building relationships and selling:

Develop, grow, and retain relationships to drive ETF sales through face-to-face, phone, and video wholesaling. This includes delivering sales ideas, education, non-product value propositions, continuing education, retirement strategies presentations, portfolio construction, and FinTech demonstrations.

What you bring:

Minimum Requirements:

• 2-3 years of sales experience in Financial Services with proven results
• High School diploma required
• FINRA Series 7 & 63 licenses

Preferred:

• 4-5 years of sales experience in Financial Services
• Four-year degree in Finance, Economics, or related field (preferred)
• Industry designations such as CFP, ChFC, or CIMA
• Experience with artificial intelligence tools and resources (e.g., generative AI)

You must be legally authorized to work in the U.S. without requiring future immigration sponsorship. Ability to manage travel (up to 50%) within the territory, and attend evening/weekend functions is expected. Comfortable with phone and video presentations.

Territory: S. CA & Hawaii

Compensation: Base salary $81,000 - $90,000 plus variable commissions based on sales performance.

What we offer:

Comprehensive benefits including medical, dental, generous time off, 401(k) match, and campus amenities. We promote a culture of diversity and inclusion, supporting our employees' growth and well-being.

Join us. We care for tomorrow.