Internal Sales Associate

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Position Summary

The Internal Sales Associate is responsible for promoting ProFund Group’s ProShares ETFs and ProFunds mutual funds to financial advisors through telephone conversations and web based presentations, assisting external field sales people in territory management, and for qualifying prospects. We anticipate that the incumbent will simultaneously develop market, product presentation, analytical and sales skills as well as helping to develop portfolio solutions. The focus is on advisors at the largest NYSE member firms.

Primary Responsibilities

1. Introduce current and prospective clients to ProFund Group investment products and services through cold calling, telephone conversations, web-based presentations, conference attendance and in-person meetings. There will be a particular emphasis on ProShares family of ETFs.
2. Cultivate and manage client relationships by responding to client inquiries, providing ongoing communication with clients/prospects, and ensuring that ProFund Group business partners provide exemplary services to our most important clients.
3. Assists in helping Product Training and Development to develop presentations.
4. Provide sales support to the field sales people through client call backs and written follow-up.
5. May assist field sales people in securing meetings, and ensuring that post meeting follow up tasks are completed expeditiously.
6. Achieve specific goals, e.g. contacts, presentations, qualified lead generation, as established by the Manager Inside Sales.
7. Perform other duties and responsibilities as required.

Education and Experience

1. BA/BS degree.
2. Appropriate NASD series 7, 63 and 65 (or 66) licenses required.
3. Demonstrated record of successful customer service and client relationship management in the financial professional channel.
4. Mutual fund knowledge required, ETF preferred.

Knowledge, Skills and Abilities

1. Ability to proactively call clients and prospects to secure new business, service existing business and conduct information meetings.
2. Obtain appointments for external sales people.
3. Ability to conduct web-based presentations.
4. Ability to meet metric objectives.
5. Excellent verbal communications skills.
6. Possess in-depth understanding of the mutual fund industry, ETF financial concepts, product knowledge, investment management, and client-service strategies.
7. Be able to prioritize client projects and requests effectively.
8. Understand the needs of clients in order to identify “critical” services they must have, services they expect to have and services they would like to have.
9. Possess breadth of product knowledge in order to act as ProFund Group main point of contact in dealing with the client and the prospect.
10. Possess intermediate proficiency levels in obtaining and processing information required to provide services, and providing sales support required.
11. Ability to handle conflict.
12. Some travel as needed.

Deliverables, Success Measurements: Initial 90-day period

1. Understanding of the ETF products. Meeting with fund managers and distribution support team, as well as reading prospectuses, to know what ETFs we have, how ETFs differ from mutual funds, what channels focus on what products. This also includes thorough review and understanding of the ProShares Backgrounder (FAQ doc maintained by marketing on our ETF products). There will be a 45 day and 90 day review on these topics.
2. Average 25 connects/daily with appropriate ACT entries.
3. Support initiatives as directed by National Sales Manager. In the absence of an initiative this component would be dispersed over the other three measurements. In the first quarter of a new hire, in the absence of an initiative, this component will be applied to training and development.