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Regional Vice President - Wholesaler (Southern California)
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Full-time
- The company is the leader in strategies such as dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing.
- The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD's and RIA's The role will involve channel segmentation, FA qualifying and profiling as well as arranging appointments for meetings across all channels, managing a multi-state region.
- 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.
- 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.
- Advanced credentials preferred (or in process) such as CFA, CFP, CAIA
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