Job Purpose:
- The position is responsible for promoting ProShares Advisors, LLC exchange traded funds and mutual funds to wirehouses, hedge funds, and institutional clients through telephone conversations and web-based presentations, assisting external wholesalers in territory management; and for qualifying prospects
- We anticipate that the incumbent will simultaneously develop market, product presentation, analytical and sales skills.
Your Responsibilities:
- Introduce current and prospective clients to ProFund Advisors investment products and services through telephone conversations, web-based presentations, conference attendance and in-person meetings
- Cultivate and manage client relationships by responding to client inquiries, providing ongoing communication with clients/prospects, and ensuring that ProFund Advisors and ProFunds’ business partners provide exemplary services to our most important clients
- Responsible for qualifying prospects via responding to inquiries, cold calling, direct mail campaigns, etc.
- Provide sales support to the outside relationship management team through client call backs, written follow up and lead generation
- Assists relationship managers and outside sales in securing meetings and ensuring that post meeting follow-up tasks are completed expeditiously
- Achieve specific goals, e.g. contacts, presentations, qualified lead generations, as established by the department head.
Skills and Qualifications:
- BA/BS degree
- Appropriate FINRA licenses required
- Demonstrated record of successful customer service and client relationship management in the financial professional channel
- Mutual fund knowledge
- Ability to proactively call clients and prospects to secure appointments and conduct information meetings
- Ability to conduct web-based presentations and to acquire in-person presentation skills
- Ability to meet metric objectives
- Excellent verbal communications skills
- Possess in-depth understanding of the ETF and mutual fund industry, financial concepts, product knowledge, investment management, and client-service strategies
- Be able to prioritize client projects and requests effectively
- Understand the needs of clients in order to identify “critical” services they must have, competitive services they expect to have and additional services they would like to have
- Possess breadth of product knowledge in order to act as ProFund Advisors main point of contact in dealing with the client and the prospect
- Possess intermediate proficiency levels in consulting to clients, managing relationships, obtaining and processing information required to provide services, and providing sales support required
- Ability to handle conflict
- Ability to travel 5% to 20%. Will accompany as needed ETF sales staff for presentations and attend as needed conferences.
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