Louisville, Kentucky
ETF Virtual Sales Specialist Job Opening in Louisville, Kentucky - ETF Sales Specialist
As a member of Jefferson National?s top-performing sales team, the ETF Sales Specialist will be responsible for marketing and selling a new suite of Nationwide ETF products to financial advisors. This virtual sales role is a lead sales team member and will be initially responsible for calling on the RIA market in a specified geographical territory. This position will predominately be executed out of the Louisville office and will highly leverage technology and automation to implement our sales process. The ETF Sales Specialist requires the ability to position Nationwide and its sub-advisor?s investment philosophy, process, product differentiation and competitive analysis in group presentations, public seminars, over the phone and in one-on-one presentations.
Responsibilities:
· Act as the primary point of contact for advisors in the assigned territory by making outbound sales calls, conducting webinars and communicating via email to promote and sell products while also answering inbound calls and responding to inquires
· Utilize CRM and sales automation to track interaction, progression and path of relationships
· Support advisor relationships post-sale with an eye on retention and additional sales opportunities
· Attend conferences, client events and advisor meetings as needed
· Limited travel required on the whole, but may require a higher volume of travel during initial launch phase (up to 25%)
Qualifications:
· Bachelor?s degree required
· FINRA Series 7 and 63 licenses required
· Relocation to Louisville required
· 3+ years of financial services sales experience preferred
· Previous ETF experience preferred
· Successful track record of positioning investment products with financial advisors a plus
· Comfortable with sales automation and leveraging technology to support and improve the sales process
· Strong presentation and organizational skills
· Self-starter with inherent motivation and drive
· Ability to manage administrative aspects of job effectively (i.e. - CRM tools, automated reporting data, call logs, expense reports, etc.)
Benefits:
In addition to a competitive base salary, we also offer:
· Incentive Compensation Package
· Medical, Dental & Vision Insurance
· Life and AD&D Insurance
· Short Term & Long Term Disability
· Flexible Spending Accounts & Health Savings Accounts
· Paid Time Off
· 401(k) Plan with Company Match
· Growth and Promotion Opportunities
Check us out online at:
Jefferson National Financial is a growing, dynamic financial services company headquartered in Louisville, KY. We have successfully established ourselves as a differentiated product and service provider to Registered Investment Advisors (RIA) across all 50 states. Our unique, innovative products and services have helped Jefferson National become the leading distributor to RIAs and fee-based financial advisors in the industry.
Winner of the ?Best Places to Work in Kentucky? in 2014
Recognized as one of Business First?s ?Fast 50? Companies in Louisville for ?12, ?13, ?14 & ?15
Named one of the ?Top Places to Work in Louisville? by the Courier Journal in 2012
Awarded the ?Financial Services Company of the Year? by the DMA in 2010
*Jefferson National Financial is now a part of the Nationwide Financial Family!
*This position will officially join Nationwide in 2018*
Job Type: Full-time
Required education:
Bachelor's
Required experience:
Sales: 3 years
Required licenses or certifications:
Series 7 License
Series 63
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