We are currently seeking a talented individual to join our team as a Hybrid Sales Consultant within the Model Portfolio Solutions Channel. In this role, you will collaborate with a team of model distribution professionals to foster relationships with financial advisors. Your primary responsibilities will include engaging with a select group of advisors through various digital channels and in-person meetings, while effectively promoting our suite of model offerings. We are looking for a dependable and knowledgeable team member who will champion our agenda and contribute to the success of our Americas SPDR ETF initiatives. This position offers a remote work environment with occasional travel requirements and office-based responsibilities.
As a Hybrid Sales Consultant, your duties will include:
- Identifying and addressing the diverse needs of our clients by offering compelling solutions, market insights, and investment ideas.
- Demonstrating expertise in State Street Global Advisors & SPDR ETFs portfolio management, maintaining a deep understanding of product positioning, holdings, and performance.
- Educating clients and prospects on the features and benefits of our product line, with a focus on model portfolios and SPDR ETFs.
- Taking ownership of key client relationships across the Intermediary Distribution channel, cultivating new connections, and driving overall revenue growth in SPDR Model Portfolios.
- Coordinating travel arrangements with partner firms and internal stakeholders to support business development efforts.
- Collaborating with internal teams to deliver ETF resources and support to clients, including analytics, market insights, and investment recommendations.
- Promoting a culture of risk management and ethical conduct in sales activities.
- Continuously improving sales skills and staying updated on industry trends and developments.
Qualifications for success in this role include:
- A Bachelor's degree in a relevant field.
- Series 7 and 63 licenses.
- A minimum of 3-5 years of experience in sales, preferably in the financial services industry.
- Strong knowledge of ETFs, mutual funds, and related financial products.
- Self-motivation and ability to work both independently and collaboratively.
- Excellent communication and presentation skills.
- High energy, motivation, and dedication to achieving goals.
- Adaptability and willingness to learn and innovate.
- Willingness to travel as needed (~60-70% of the time).
If you are someone who embraces change, values innovation, and enjoys working in a collaborative environment, you could be the perfect fit for our team.
About Us:
At our organization, we are committed to investing responsibly to foster economic prosperity and social progress. With a focus on innovation and sustainability, we provide our clients with reliable and transparent investment solutions. We prioritize creating an inclusive work environment where diversity is celebrated, and employees are empowered to reach their full potential. We offer competitive benefits packages, flexible work programs, and opportunities for professional development.
We are an equal opportunity employer and welcome candidates from all backgrounds to apply.
Salary Range:
$80,000 - $132,500 Annual (The salary range specified applies to the primary location for this role. Actual compensation may vary based on location.)
Employment Type: Full-Time
Salary: $ 80,000.00 133,000.00 Per Year
