Job Description
Location: Atlanta, GA
Company: Liquid Strategies / Overlay Shares ETFs
Job Type: Full-Time
Industry: Financial Services / Asset Management
About Us
Since 2013, Liquid Strategies and Overlay Shares ETFs have been innovating in the financial services industry, offering distinctive investment solutions designed to meet the evolving needs of advisors and investors. Our unique strategies, which include sophisticated option overlay techniques and alternative investment exposures, have set us apart in the marketplace. We're growing fast and looking for driven professionals who thrive in a collaborative and entrepreneurial culture.
Role Overview
We are seeking a dynamic and results-oriented Hybrid Sales Representative to join our national sales team. This individual will play a key role in developing and supporting relationships with financial advisors and investment professionals. The hybrid model combines virtual engagement with periodic in-person meetings and event attendance to maximize advisor outreach and impact.
Key Responsibilities
• Build and manage a strong pipeline of financial advisor relationships within your assigned territory.
• Effectively communicate the value proposition of Liquid Strategies and Overlay Shares ETFs, with a deep understanding of options-based strategies, alternatives, and the advisor-client dynamic.
• Conduct outbound calls, virtual meetings, and occasional in-person visits to cultivate advisor relationships and drive AUM growth.
• Support external wholesalers (if applicable) to coordinate sales efforts and territory coverage.
• Represent the firm at regional events, virtual conferences, and webinars to promote brand visibility.
• Maintain activity and results tracking in CRM systems to support ongoing campaign and performance analysis.
• Liaison with marketing, portfolio management, compliance, and key external vendors.
Qualifications
• 2–5 years of experience in financial services, preferably in asset management or ETF sales.
• Demonstrated success in a sales or advisor-facing role, with knowledge of investment products and portfolio construction.
• Self-starter with strong organizational skills and a proactive mindset.
• Excellent communication skills – both verbal and written – with the ability to simplify complex investment ideas.
• Hubspot, AdvizorPro, YCharts, Excel skills a plus.
• Located in or near Atlanta, GA with ability to travel periodically.
What We Offer
• Competitive compensation package including base salary and performance-based incentives.
• Access to a differentiated and high-performing product lineup with strong institutional support.
• Collaborative team environment and opportunity for career growth.
• Health, dental, vision, and retirement benefits.
To Apply:
Please send your resume and a brief cover letter to [email protected]. We look forward to learning more about you and how you can make an impact with us.
Company: Liquid Strategies / Overlay Shares ETFs
Job Type: Full-Time
Industry: Financial Services / Asset Management
About Us
Since 2013, Liquid Strategies and Overlay Shares ETFs have been innovating in the financial services industry, offering distinctive investment solutions designed to meet the evolving needs of advisors and investors. Our unique strategies, which include sophisticated option overlay techniques and alternative investment exposures, have set us apart in the marketplace. We're growing fast and looking for driven professionals who thrive in a collaborative and entrepreneurial culture.
Role Overview
We are seeking a dynamic and results-oriented Hybrid Sales Representative to join our national sales team. This individual will play a key role in developing and supporting relationships with financial advisors and investment professionals. The hybrid model combines virtual engagement with periodic in-person meetings and event attendance to maximize advisor outreach and impact.
Key Responsibilities
• Build and manage a strong pipeline of financial advisor relationships within your assigned territory.
• Effectively communicate the value proposition of Liquid Strategies and Overlay Shares ETFs, with a deep understanding of options-based strategies, alternatives, and the advisor-client dynamic.
• Conduct outbound calls, virtual meetings, and occasional in-person visits to cultivate advisor relationships and drive AUM growth.
• Support external wholesalers (if applicable) to coordinate sales efforts and territory coverage.
• Represent the firm at regional events, virtual conferences, and webinars to promote brand visibility.
• Maintain activity and results tracking in CRM systems to support ongoing campaign and performance analysis.
• Liaison with marketing, portfolio management, compliance, and key external vendors.
Qualifications
• 2–5 years of experience in financial services, preferably in asset management or ETF sales.
• Demonstrated success in a sales or advisor-facing role, with knowledge of investment products and portfolio construction.
• Self-starter with strong organizational skills and a proactive mindset.
• Excellent communication skills – both verbal and written – with the ability to simplify complex investment ideas.
• Hubspot, AdvizorPro, YCharts, Excel skills a plus.
• Located in or near Atlanta, GA with ability to travel periodically.
What We Offer
• Competitive compensation package including base salary and performance-based incentives.
• Access to a differentiated and high-performing product lineup with strong institutional support.
• Collaborative team environment and opportunity for career growth.
• Health, dental, vision, and retirement benefits.
To Apply:
Please send your resume and a brief cover letter to [email protected]. We look forward to learning more about you and how you can make an impact with us.
💡 Quick Summary
Seeking a career-building opportunity? The Hybrid Sales Representative / Advisor Consultant position is now open for candidates interested in the Marketing Executive Jobs sector. This role in Atlanta offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Marketing Executive Jobs is a plus.
