ETF sales

ETF sales Job Description Template

Our company is looking for a ETF sales to join our team.


  • Responsible for contacting existing relationships to represent Invesco and its ETF product offering;
  • Represent Invesco at conferences;
  • Develop client entertainment activities;
  • Responsible for gathering assets in Invesco ETFs;
  • Responsible for developing a strategy for ETF NNA growth and increasing Invesco’s ETF brand awareness in the market;
  • Make presentations on Exchange Traded Products (ETPs) to groups and individuals in order to attract new clients;
  • Determine a product proposition that is appropriate for the individual investor’s experience with financial products;
  • Continuous develop of prospects and diversify the investor base from established client relationships;
  • Responsible for contacting and meeting prospects to build a broader market presence for Invesco in the region;
  • Travel an appropriate period of time during the week within your coverage region;
  • Perform proper client due diligence for new and existing client relationships in order to comply with regulatory and internal legal requirements;
  • Ensure all activities are in line with Invesco’s Conduct principles;
  • Work with the digital sales team (Lead Generation) to follow-up on leads and entering the appropriate records into our SalesForce system;
  • Review business trends in order to keep up a constant conversation with the client and prospect;
  • Evaluate a client’s investment policy for possible ETF investments.


  • Results Driven;
  • Positive attitude;
  • Executes on commitments with quality and consistency;
  • Team oriented, trusted and trust others;
  • Excellent written and verbal communication.