ETF Wholesaler (ETF Specialist) jobs in United States
cer-icon
Apply on Employer Site
company-logo

Inspire Investing · 1 month ago

ETF Wholesaler (ETF Specialist)

Inspire Investing is the world's largest provider of Christian ETFs, dedicated to innovation and excellence in biblically responsible investments. They are seeking an ETF Wholesaler to expand the distribution of their products by building relationships with professional and institutional clients while driving sales growth.

Business DevelopmentFinancial ServicesImpact Investing

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

Qualification

Series 65 licenseSales experienceCRM proficiencyCommunication skillsRelationship building

Required

A Series 65 license is required for the ETF Sales Specialist position
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

Company

Inspire Investing

twittertwittertwitter
company-logo
Inspire Investing is the biblically responsible investing (BRI) asset manager.

Funding

Current Stage
Early Stage
Total Funding
$0.48M
2019-01-09Series Unknown· $0.48M

Leadership Team

leader-logo
Robert Netzly
Chief Executive Officer
linkedin
leader-logo
Aaron Moon, MBA
President & COO
linkedin
Company data provided by crunchbase