Position Summary: (Wholesaler Texas Region)The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD's and RIA's The role will involve channel segmentation, FA qualifying and profiling as well as arranging appointments for meetings across all channels, managing a multi-state region. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills.
Essential Job Functions[1]:- Introduce current and prospective clients to ProShares ETFs and services through telephone conversations, web-based presentations, conference attendance and in-person meetings.
- Primarily communicate through telephone conversations, web-based presentations, and during conference attendance and in-person meetings as needed.
- Cultivate and manage client relationships by responding to client inquiries, providing ongoing communication with clients/prospects, and ensuring that ProShares Advisors and ProShares' business partners provide exemplary services to our most important clients and prospects.
- Responsible for segmenting all offices and advisors in the territory, proactively promoting the ProShares Strategic ETF suite of products to qualifying prospects via outbound telephone efforts, marketing-developed email campaigns, responding to inquiries, advertising, and web lead follow-up, etc.
- Promote sharing and exchange of industry knowledge and trends across the sales teams and greater organization including assisting with developing key marketing strategies and their execution. Additionally, provide cross-selling leads for the leveraged and inverse products to our tactical products team.
- Leverage the company resources in the execution of duties; investment specialists, capital markets team, product management and marketing.
- Achieve prescribed sales goals and activity metrics that could include; outbound dials, quality conversations, meeting scheduling, web-based presentations, RIA profiles and lead generation follow-up, as established by management.
- Other duties as assigned.
Education and Experience:- BA/BS degree.
- Advanced credentials preferred (or in process) such as CFA, CFP, CAIA
- Appropriate FINRA licenses required (7 & 63)
- 5+ years of field sales experience within mutual funds and/or ETF sales required as either a senior internal wholesaler, hybrid wholesaler or external wholesaler.
- Demonstrated record of selling success, achievement of sales goals in the financial professional channel,
- ETF experience and knowledge.
Knowledge, Skills and Abilities:- Ability to proactively call, email and visit clients and prospects to educate on the ProShares strategic product suite, the individual product positioning and our value proposition in relation to the competitive landscape.
- Ability to conduct web-based presentations and to possess in-person presentation skills
- Ability to meet activity metric and sales goals objectives.
- Excellent verbal communications skills.
- Proficient territory management skills.
- Possess in-depth understanding of the ETF and investment products industry, financial concepts, product knowledge, investment management, and client-service strategies.
- Advanced understanding and experience in the usage of investment analytics, tools, etc.
- Be able to prioritize client projects and requests effectively.
- Understanding of practice management, the FA business model, the competitive landscape of the financial services industry and the ability to identify critical services required of the Financial Professional
- Possess the breadth of product knowledge necessary in order to act as the ProShares main point of contact in the territory; conducting all prospecting, profiling, selling, closing and servicing activities.
- 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 travel 25% as needed for product presentations, road shows, lead follow-up and conference attendance.
Compensation:The compensation for this position includes salary and incentive pay. The annual base salary for this role is $125,000 (USD), which does not include variable bonus. Total compensation may vary based on experience, role, location, department, and individual performance.
Our Benefits:- Competitive pay and variable bonus
- Paid time off
- Health care benefits (medical, dental & vision)
- Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and legal benefit
- 401(k) retirement plan with matching contribution
- Spending Accounts (Health Care, Dependent Care, and Transportation)
- Wellness Programs (fitness reimbursement, Employee Assistance Program)
- Education assistance
- Hybrid work schedule
- Additional Programs include peer recognition, corporate matching gift
[1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
