Pacific - Faith-based ETF Wholesaler

Inspire Investing; California (MO); On-site; USD 85,000 - 120,000; Full time

Job summary

Inspire Investing seeks an ETF Sales Specialist to expand distribution of Inspire ETFs by engaging with financial advisors and institutions. You will drive sales, demonstrate product knowledge, and manage CRM data and reporting to support growth.

This role requires a Series 65 license, or a conditional offer with three weeks to obtain it, and travel to conferences as needed. Strong communication and relationship-building are essential to meet annual targets.

Qualifications

• Series 65 license required; conditional offer with three weeks to study and pass.
• Proven experience selling to financial advisors and institutions.
• Strong written and oral communication skills.
• Willingness to travel to conferences and wholesale events.

Responsibilities

• 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.

Skills

Sales experience

Communication skills

Relationship building

Territory development

Tools

CRM software

Job description

Inspire is the world's largest provider of Christian ETFs, recognized for our commitment to innovation and excellence in the biblically responsible investment industry. Voted as the best small company to work for in southwest Idaho, 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! Our offices are located in the vibrant atmosphere of The Village in Meridian, Idaho

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.

(Internally, this position is classified as Advisor Consultant)