ETF Wholesaler Senior - Northern California & Pacific NW | Remote

Sales and Relationship Management

Develop, retain and grow long term relationships with financial advisors. Execute on sales targets by growing advisor base and market share in the assigned territory, through face to face, phone and virtual wholesaling. Educate advisors with varying degrees of ETF knowledge on investment strategies, product positioning, and portfolio implementation strategies. Conduct compelling group and individual presentations designed to articulate and differentiate the AllianzIM Buffered Outcome ETFs. Respond to advisor inquiries regarding ETF features and performance.

Time and Territory Management

Segment the advisors in the territory utilizing multiple data sources, create the territories zones and rotations, and implement the processes for efficient and targeted activity including all administrative responsibilities.

Mentorship, Coaching and Development

Continued learning of our product, competitive landscape, portfolio construction and product positioning through leveraging internal resources and earning industry designations. Participate in onboarding of new employees, proactively acting as a coach and mentor for their first 6 months.

Territory

• Northern California & Pacific Northwest (OR, WA, & AK)

Qualifications

• 8-10 years of experience required; Sales experience in asset management and ETFs.
• Proven sales ability and results.
• Excellent presentation and public speaking skills.
• Four-year degree required or equivalent work experience.
• Series 7 license required.
• Ability to manage extensive travel (up to 65% of time will be traveling within the territory).
• Evening and weekend business functions.
• Comfortable with talking on the phone and presenting on video calls in person.

What You Bring

• Legal authorization to work in the U.S. without requiring immigration sponsorship now or in the future.
• Experience with artificial intelligence tools and resources (e.g. generative AI).