Northeast - Faith-based ETF Wholesaler

Inspire Investing

New York (NY)

On-site

USD 65,000 - 180,000

Full time

14 days+

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Job summary

Inspire Investing seeks an ETF Sales Specialist in New York to expand distribution of ETFs by engaging with financial advisors and institutions, cultivating new relationships, and driving sales growth.

A Series 65 license is required; base salary is $65,000 per year with uncapped variable earnings, with total compensation typically ranging from $160,000 to $180,000 annually. Internally, this role is classified as Advisor Consultant.

Qualifications

  • Sales conversations with financial advisors and institutional clients.
  • CRM data entry and reporting requirements.
  • Frequent travel to conferences and wholesale events.

Responsibilities

  • Expand distribution of Inspire ETFs.
  • Cultivate new relationships with professional and institutional clients.
  • Demonstrate product knowledge during advisor conversations.
  • Support administrative tasks including CRM entries and meeting logistics.
  • Travel to conferences and events as needed.
  • Present to groups of advisors or institutions on products and services.

Skills

Sales
Relationship building
Communication
CRM
Time management

Tools

CRM

Job description

Inspire is the world's largest provider of faith-based ETFs, recognized for our commitment to innovation and excellence in the biblically responsible investment industry. Recognized as one of Idaho’s Top 10 Best Places to Work among companies of similar size, we offer a collaborative, purpose-driven environment where values like stewardship and integrity are at the core of everything we do. Join our team and contribute to meaningful growth in a company that leads with impact and vision in the global market.

Why work here?

We seek to inspire transformation for God's glory throughout the world; come change the world with us!

About Inspire:

We are a Christian faith based financial organization seeking to inspire transformation for God's glory throughout the world. We are looking for like-minded and mission driven team members to join the movement. Please visit www.inspireinvesting.com to learn more.

Overview

This job description is meant to serve only as a guideline. During the actual course of business, employees may be called on to accomplish tasks and perform duties outside of what is listed herein and will be expected to perform those duties, both listed below and those not listed below, with enthusiasm according to Inspire'sBESTValuesofBlessing,Excellence,Stewardship andTransformation.

Inspire's ETF Sales Specialists are responsible for expanding the distribution of products and services for Inspire by corresponding with professional and institutional clients and cultivating new relationships for the firm. Their responsibilities include, but are not limited to:

  • Driving sales and market share growth of Inspire ETFs.
  • Demonstrating excellent knowledge of Inspire ETFs through sales conversations with financial advisors.
  • Exhibiting outstanding written and oral communication skills when interacting with financial advisors and colleagues.
  • Fulfilling required administrative/team responsibilities such as CRM data entry, call reporting, expense reports, conference calls and meetings.
  • Conducting daily activities and conversations in the highest professional manner.
  • Developing new and building upon existing relationships within assigned sales territory.
  • Executing on and improving sales process to ensure annual goals are met.
  • Periodic travel to conferences and wholesale events in a sales capacity when scheduled.
  • Facilitating 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)

(Internally, this position is classified as Advisor Consultant)

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