Job Purpose:
- Location: Greater San Francisco area with some exceptions
- Flexible hours and environment. Occasional travel may be required up to 25%
- Salary – Base salary plus semi-annual bonuses ($50-$100k)
- This fast-growing Investment Management firm seeks an exceptional individual to be a primary national sales representative in the U.S. with an emphasis on the San Francisco bay area
- In this role, you will work closely with the Founder and VP of Marketing to increase sales of the firm’s ETF to Financial Advisors, Brokers, Family Offices and Institutions.
Your Responsibilities:
- Initiate and maintain a sales pipeline of prospects
- Proactively contact key individuals via phone and emails
- Deliver value added commentary, research, data, and due diligence material to Advisors throughout the sales cycle
- Follow-up on drip marketing campaign and webinar leads
Skills and Qualifications:
- BA / BS degree is required
- Minimum of 1 to 2 years of proven success in marketing ETFs
- Experience in and knowledge of Emerging Markets a plus
- Series 7 and 63 / 66 preferred
- Excellent verbal and written communication skills
- Proficiency with web-based CRM, Microsoft Office, and Outlook
- Strong character references.