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.

Job Knowledge

• 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.

Benefits

• Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners.
• Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges.
• 401(k) Plan – Includes a company matching program and profit-sharing contributions.
• Discretionary Bonus Program – Recognizing employee contributions.
• Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses.
• Paid Time Off (PTO) – Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis.
• Holidays – A minimum of 10 paid holidays per year.
• Family Building Benefits – Includes adoption and fertility assistance.
• Paid Parental Leave – 11 weeks of paid leave for employees who meet eligibility criteria.
• Life Insurance & AD&D – 100% of premiums covered by Milliman.
• Short-Term and Long-Term Disability – Fully paid by Milliman.