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
Vacancy posted 3 days ago
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