Key Responsibilities

  • Develop and implement sales plan designed to exceed client/firm/territory goals that align with the company’s overarching distribution plan.
  • Demonstrate proficiency in crucial disciplines including product knowledge, industry trends, portfolio construction and capital markets.
  • Work in close collaboration with a dedicated Internal Investment Consultant, mentor and ensure internal activities are aligned with territory plan.
  • Identify prospective clients, prepare presentations, and follow up on client contacts to win new business.
  • Continually broaden and refresh knowledge of Global X products to effectively position the full product suite with Clients.
  • Maintains timely and relevant information in contact management systems to monitor sales efforts, client contact, product campaigns, platform reviews and availability/timeliness of sales materials and resources.
  • Partner with colleagues across the firm to deliver an exceptional client experience
  • Responsible for abiding by all firm and industry compliance rules.

Desired Skills and Experience

  • Languages: Spanish and English, Portuguese a plus
  • BA/BS degree required, emphasis on finance or economics preferred
  • Able to identify and anticipate client needs and make recommendations for implementation
  • Background in or knowledge of ETF industry is essential
  • Enthusiastic team player and self-starter with ability to prioritize and work in a fast-paced entrepreneurial environment.
  • Coachable; able to incorporate feedback into performance
  • Exceptional verbal and written communication skills
  • Results oriented
  • Technologically proficient and knowledgeable
  • Strong customer relationship management and servicing skills as well as internal corporate relationship management capabilities
  • Able to develop strong working relationships with colleagues, teams, and clients
  • 5+ years of financial industry in a sales capacity

Source: for more information click here.