Internal Sales / Wholesaler
: Job Details :

About the Role:

Long-term growth leads to business success — and here at Potomac, we welcome prospective team members who can help push our vision forward. We're currently searching for an experienced Internal Sales professional to join our team. This position will report to the Director of Internal Sales and is an on-site position in our office in Bethesda, Maryland.

Qualifications:

• Must live in the D.C. Metro area and be able to work onsite in Bethesda, MD.
• Must have Series 65 or 66 or willing to obtain Series 65 within 3 months of hire.
• Minimum of 1-3 years in mutual fund/separate account/annuity wholesaling space.
• Must have working knowledge and experience with mutual funds and separate accounts.
• Self-driven: able to manage territory and operate autonomously.
• Bachelor's degree or equivalent work experience.

Responsibilities:

• Represent all products distributed and marketed by Potomac within the territory.
• Drive sales by developing, maintaining, and deepening relationships with new and existing advisors. Influence advisor choices within a consultative sales process.
• Partner with an external wholesaler to develop a business plan, manage the territory, and drive regional sales goals and objectives.
• Identify advisor needs and provide investment and business solutions.
• Build and maintain relationships with internal and external business partners (e.g., 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.

About Potomac:

In the past four years, Potomac has grown from under $140M+ to over $1.7B in AUM. It is an exciting time to be part of this company! We have a fantastic culture, great benefits, and hardworking people who love to collaborate.

A pioneer in active risk-managed investing, Potomac has the experience and expertise to help advisors align the correct allocation for any given market condition. Working with financial advisors, we understand that every investor is unique, but each want to avoid catastrophic losses. Potomac offers a selection of tactical investment strategies for building and preserving wealth—so advisors can match the right strategy or combination of strategies to each investor's needs.

What makes someone successful at Potomac:

To be successful at Potomac, we look for individuals who are not just looking to do a job, but for people who pride themselves on exceptional work. When each member of the team plays their part to the best of their ability, we all succeed. None of us are perfect, but we're looking for dependable, coachable, and team-oriented problem solvers. Individually we can tackle a little, but together we can take over this industry.

Benefits:

· 401(k) & other retirement benefits

· Dental Insurance

· Health insurance

· Health savings account option

· Paid time off

· Parental leave

Work location: On-site in Bethesda, Maryland