ETF Salesperson – AI Funds

Responsibilities

• Develop and execute a strategic external sales plan to achieve and exceed sales targets within the assigned territory.
• Proactively identify, target, and establish relationships with financial advisors, RIAs, broker-dealer representatives, and other investment professionals within the territory.
• Conduct frequent in-person meetings and presentations to educate advisors on our ETF products, market insights, and portfolio construction strategies.
• Act as a primary point of contact for advisors, providing ongoing support, product updates, and market information.
• Collaborate closely with internal sales support, marketing, product development, and capital markets teams to ensure effective client service and sales support.
• Represent Milliman at industry conferences, regional events, and client meetings within the territory.
• Stay informed about industry trends, competitive offerings, and regulatory developments within the assigned territory.
• Maintain accurate records of sales activities, client interactions, and travel expenses using CRM systems.
• Provide regular feedback from the field to internal teams regarding client needs and market opportunities.

Requirements

• Bachelor’s degree in Finance, Business Administration, or a related field.
• Advanced degree or relevant professional certifications (e.g., CFA, CAIA) preferred.
• Industry experience of 8 – 12 years.
• Minimum of 3-5 years of specific experience in financial services sales, with a strong focus on ETFs.
• Proven track record of successfully building and managing relationships with financial advisors and achieving sales targets within a defined territory.
• Existing relationships with a network of financial advisors preferred.
• Experience launching new ETF products or expanding ETF adoption within a territory preferred.
• Deep understanding of the ETF market, including product structures, trading mechanics, and regulatory environment.
• Strong understanding of the financial advisor landscape within the specified territory.
• FINRA Series 7 and 63 (or equivalent) licenses are required.

Skills

• Exceptional presentation, communication, and interpersonal skills, with the ability to effectively engage and influence financial advisors.
• Highly self-motivated, results-oriented, and able to work independently with minimal direct supervision.
• Excellent organizational and time management skills.

Pay

The overall range for this role is $120,635 - $199,605. A combination of factors will be considered, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, etc.

Schedule

Candidates hired into this role will be required to work in-person in the Milliman office in Chicago, IL on a weekly basis, but flexible work arrangements will be considered.