Sales Merchant
$100kPotomac
External Wholesaler
At Potomac, we're not for everyoneand that's by design. People who care deeply about their work and don't need handholding to make things happen.
We're a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel.
Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk .
Travel within the territory to conduct 1:1 and group face to face meetings and presentations.
Partner with an internal wholesaler to develop a business plan and manage the territory to meet and exceed regional sales goals and objectives.
Identify advisor needs through a consultative sales process and provide tailored investment solutions.
marketing, senior leaders, field leaders).
Manage administrative responsibilities according to company policies including travel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements.
A driven and detail-oriented wholesaler, with a hunter mentality who has a deep understanding of the markets, products and broker dealer landscape and has a passion for sales.
Minimum of 2 years of experience as an external wholesaler selling mutual funds, SMAs ETFs or VAs, or 3 years of experience as top internal wholesaler with existing relationships in the assigned territory.
Demonstrated ability to make successful and dynamic sales presentations.
Bachelor's degree or equivalent work experience.
Drive sales by developing, maintaining, and deepening relationships with new and existing advisors. Influence advisor choices within a consultative sales process.
Comply with legal and compliance regulations at all times.
Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. Base salary $100K plus monthly commission.
Medical insurance
- Dental insurance
- Health savings account option
- 401(k) & other retirement benefits
- Disability insurance
$100k
...assets under management.Coverage will be Chicago with the expectation that the person is based in the region.What you will doThe External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF’s, SMA’s,...SuggestedFull timePart timeHome office- ...Vice President, External Wholesaler About the Company Leading global investment firm specializing in creative capital solutions across private and public credit. Industry Financial Services Type Privately Held About the Role The Company is in search...Suggested
$125k
...Regional Vice President - Wholesaler (Chicago) Chicago, Illinois ProShares has been at the forefront of the ETF revolution since... ...as either a senior internal wholesaler, hybrid wholesaler or external wholesaler. ~ Demonstrated record of selling success, achievement...Suggested$60k - $121.3k
...assigned segment and territory. The plan should include a prospect calling strategy and cross-sell strategy depending on the focus external/new clients or existing portfolio to current Merchant Services clients and new bank relationships. Perform and lead either new...Suggested- ...has advanced business acumen to draw insights from gathered data.** ***Relationship Builder*** *– Builds and leverages internal / external network (vendors, retailers, cross functional team members, etc.) to drive results and improve processes.** ***Results-oriented***...SuggestedTemporary workImmediate startFlexible hoursShift work
Ace Hardware
Oak Brook, IL2 days ago - ...technological tools to showcase our resources to financial advisors in a more user-friendly way. Partner with the Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory's sales goals. Demonstrate effective...
- ...technological tools to showcase our resources to financial advisors in a more user-friendly way. Partner with the Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory's sales goals. Demonstrate effective...
$70k
...technological tools to showcase our resources to financial advisors in a more user‑friendly way. Partner with the Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory's sales goals. Demonstrate effective...- ...progress against goals; provide regular updates to stakeholders Invest in ongoing professional development through internal and external learning resources Travel: up to 25% Required Qualifications, Capabilities, and Skills ~2+ years of experience in a...
- ...relationship, as well as provide compelling financial and market analysis to support proposals to expand business Participate in external industry conferences to ensure market visibility for the JPMorgan franchise within the identified market segment Required...Contract workBank staff
- Senior Associate, Merchant Live Order Experience New York, NY; Chicago, IL; San Francisco, CA; Los Angeles, CA; Seattle, WA; Denver, CO About the Team The Live Order Experience team makes sure every order that leaves a merchant's kitchen shows up exactly the way...Work at officeLocal areaRemote work
- Regional Merchant Lead - Chicago Chicago, IL About the Team The Outside Sales team has been the face of DoorDash to our merchant partners since our founding in 2013. Based locally within assigned markets, our team builds deep relationships with the most coveted...Hourly payLive inWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week
- About The Team Inside Account Development is an organization motivated to ensure the retention, satisfaction, and growth of our SMB Partner base. We’re a team composed of sales representatives and solutions professionals predominantly located in the Phoenix, AZ and surrounding...Hourly payWork at officeLocal areaRemote workFlexible hours
$115k - $128k
Salary: $115,000 - 128,000 per year Requirements: We need 3-5 years of experience in data, business intelligence, or analytics, with a record of delivering advanced analysis and actionable recommendations. We need a bachelors degree in business, finance, economics...Full timeWork at officeVisa sponsorshipWork visa3 days per weekGrubhub
Chicago, IL5 days ago- Spice Merchant (Retail Sales Associate) Founded in 1957, The Spice House is a purveyor of the finest spices, herbs, blends and extracts. Our customers range from renowned Michelin-star chefs to home cooks everywhere. For over 60 years we have curated our global network...Hourly pay16 hoursPermanent employmentPart timeSummer workSeasonal workMonday to FridayFlexible hoursShift workWeekend workDay shift
- Field Sales Rep City Launch & Merchant Success The Company is building tools that help local businesses thrive. Neighborhoods is a local rewards network that connects both sides of the ecosystem, helping Cash App customers and independent businesses on Square, giving...Hourly payFull timeContract workWork at officeLocal area
- Field Sales Representative Block is seeking a Field Sales Representative City Launch & Merchant Success to drive merchant adoption, education, engagement, and long-term success for the Neighborhoods program across launch markets. This is a field-based position where...Work at officeLocal area
$159k - $305k
Merchant Services Sales Director Wells Fargo is seeking a Merchant Services Sales Director to lead the team of Merchant Sales Consultants (MSCs) focused on Corporate Banking customers. Merchant Services specializes in providing card acceptance solutions, including core...Work experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sales Merchant. Be the first to apply!
