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Sales Merchant

$80k - $110k

Potomac Inc

Internal Wholesaler OpportunityAt Potomac, we're not for everyone—and 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 channelHeadquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk ®.As an Internal Wholesaler, you'll partner with our external wholesalers, playing a key role in building relationships with financial advisors, driving sales, and developing a winning business strategy. This is a full-time, on-site position at our brand-new office in the Avocet Tower in downtown Bethesda. We're happy to get candidates from all over the country, but the position will require relocation before starting.What You'll DoConduct proactive outreach to advisors, promoting our products and driving sales.Build and deepen relationships with financial advisors.Collaborate with external wholesalers to meet regional goals.Provide solutions that help advisors deliver exceptional results for their clients.Collaborate with the rest of the internal team to ensure smooth and efficient sales processes, including coordinating marketing campaigns and product launches.Effectively manage HubSpot CRM information and advisor profiles.Bachelor's degree or equivalent experience.Preferred Qualifications1-3 years in financial services sales preferred (mutual funds, annuities, ETFs, or separately managed accounts).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. Benefits:Medical insuranceVision insuranceDental insuranceHealth savings account option401(k) & other retirement benefitsPaid maternity leavePaid paternity leaveCommuter benefitsDisability insurancePaid time offCompensationIndustry-competitive pay structure with a combination of base salary and performance-based incentives.Target total compensation: $

Vacancy posted 4 days ago
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