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Regional Vice President – Wholesaler
| Company | ProShares |
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| Location | New York, NY, USA |
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| Salary | $125000 – $125000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior, Expert or higher |
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Requirements
- 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
Responsibilities
- 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.
Preferred Qualifications
- Advanced credentials preferred (or in process) such as CFA, CFP, CAIA
