Dynamic External Wholesaler — IN & IL Territory

Potomac; Indiana; Presencial; USD 85.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Vision insurance

Dental insurance

Health savings account option

401(k) & other retirement benefits

Paid maternity leave

Paid paternity leave

Commuter benefits

Disability insurance

Paid time off

Descripción de la vacante

Potomac is seeking an External Wholesaler to grow our tactical investment strategies and mutual fund business with financial advisors in the Indiana region. You will travel for 1:1 and group meetings, present Potomac products, and partner with an internal wholesaler to hit regional sales goals.

The role demands a hunter mentality, a deep market understanding, and the ability to autonomously manage the territory andadvisor relationships in a fast-paced environment.

Formación

• Must have SIE, Series 7, and either 63 & 65 or 66.
• Minimum of 2 years as external wholesaler selling mutual funds/ETFs/SMAs/VA or 3 years as top internal wholesaler with territory relationships.
• Proven ability to deliver compelling sales presentations and manage a territory autonomously.

Responsabilidades

• Represent Potomac and distribute all Potomac products and services within the assigned territory.
• 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.

Conocimientos

SIE

Series 7

63/65 or 66

External wholesaler

Internal wholesaler collaboration

Sales presentations

Territory management

Educación

Bachelor's degree

Descripción del empleo

Potomac is seeking an External Wholesaler to grow our tactical investment strategies and mutual fund business with financial advisors in the Indiana region. You will travel for 1:1 and group meetings, present Potomac products, and partner with an internal wholesaler to hit regional sales goals.

The role demands a hunter mentality, a deep market understanding, and the ability to autonomously manage the territory andadvisor relationships in a fast-paced environment.