ETF Salesperson – AI Funds

Milliman•Chicago, IL

7d•Hybrid

About The Position

The ETF Salesperson – AI Funds role is part of our expanding sales team. We are seeking a results-oriented individual to drive the adoption of AI Funds’ ETF offerings by actively engaging with financial advisors and investment professionals in the field.

Requirements

Bachelor’s degree in Finance, Business Administration, or a related field.
Industry experience of 8 – 12 years.
Minimum of 3-5 years of specific experience in financial services sales, with a strong focus on ETFs.
Proven track record of successfully building and managing relationships with financial advisors and achieving sales targets within a defined territory.
Deep understanding of the ETF market, including product structures, trading mechanics, and regulatory environment.
Strong understanding of the financial advisor landscape within the specified territory.
FINRA Series 7 and 63 (or equivalent) licenses are required.
Exceptional presentation, communication, and interpersonal skills, with the ability to effectively engage and influence financial advisors.
Highly self-motivated, results-oriented, and able to work independently with minimal direct supervision.
Excellent organizational and time management skills.

Nice To Haves

Advanced degree or relevant professional certifications (e.g., CFA, CAIA) preferred.
Existing relationships with a network of financial advisors preferred.
Experience launching new ETF products or expanding ETF adoption within a territory preferred.

Responsibilities

Develop and execute a strategic external sales plan to achieve and exceed sales targets within the assigned territory.
Proactively identify, target, and establish relationships with financial advisors, RIAs, broker-dealer representatives, and other investment professionals within the territory.
Conduct frequent in-person meetings and presentations to educate advisors on our ETF products, market insights, and portfolio construction strategies.
Act as a primary point of contact for advisors, providing ongoing support, product updates, and market information.
Collaborate closely with internal sales support, marketing, product development, and capital markets teams to ensure effective client service and sales support.
Represent Milliman at industry conferences, regional events, and client meetings within the territory.
Stay informed about industry trends, competitive offerings, and regulatory developments within the assigned territory.
Maintain accurate records of sales activities, client interactions, and travel expenses using CRM systems.
Provide regular feedback from the field to internal teams regarding client needs and market opportunities.
Travel within the North America territory is required and will naturally increase as client relationships and business opportunities expand.
Frequently interact with the team at AI Funds to understand positioning and portfolio management techniques that enable these funds to stand out from other strategies.

Benefits

Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners.
Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges.
401(k) Plan – Includes a company matching program and profit-sharing contributions.
Discretionary Bonus Program – Recognizing employee contributions.
Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses.
Paid Time Off (PTO) – Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis.
Holidays – A minimum of 10 paid holidays per year.
Family Building Benefits – Includes adoption and fertility assistance.
Paid Parental Leave – 11 weeks of paid leave for employees who meet eligibility criteria.
Life Insurance & AD&D – 100% of premiums covered by Milliman.
Short-Term and Long-Term Disability – Fully paid by Milliman.