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External Senior ETF Salesperson
External Senior ETF SalespersonMilliman • Chicago, IL, US
External Senior ETF Salesperson

External Senior ETF Salesperson

Milliman • Chicago, IL, US
10 days ago
Job type
  • Full-time
Job description

External Senior ETF Salesperson

The Financial Risk Management Distribution Team interacts closely with portfolio management, trading, portfolio strategist, and marketing teams in a collaborative effort to grow assets under management. The main clientele of the distribution team are RIA's, family offices, banks, wire house, B / D financial advisors as well as insurance carrier sales personnel.

The External Senior ETF Salesperson is part of our expanding sales team. They are a results-oriented individual that drives the adoption of our ETF offerings within a defined territory by actively engaging with financial advisors and investment professionals in the field.

Your 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 within the territory, providing ongoing support, product updates, and market information.
  • Organize and conduct seminars, workshops, and training sessions for financial advisors to enhance their understanding and utilization of our ETFs.
  • 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 extensively within the assigned territory is required.

Job Knowledge, Experience Skills :

  • Bachelor's degree in Finance, Business Administration, or a related field.
  • Advanced degree or relevant professional certifications (e.g., CFA) preferred.
  • Minimum of 5-7 years of experience in external 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.
  • Existing relationships with a network of financial advisors within the target territory preferred.
  • Experience launching new ETF products or expanding ETF adoption within a territory preferred.
  • 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.
  • We expect this role to grow into ETF Sales Team Lead, so though not a prerequisite for the role, sales team management is a skill that we would expect to be built over time.

    • Location :

    Candidates hired into this role will be required to work in-person in the Milliman office in Chicago, IL on a weekly basis, but flexible work arrangements will be considered.

    The expected application deadline for this job is November 30th, 2025.

    Compensation :

    The overall salary range for this role is $129,250 - $213,290. A combination of factors will be considered, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, etc.

    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 Up to 12 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.

    • Equal Opportunity :

    All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.

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