Dynamic External Wholesaler – Mid-Atlantic Growth

Potomac; Washington (District of Columbia); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Health savings account option

401(k) & other retirement benefits

Paid maternity leave

Paid paternity leave

Disability insurance

Paid time off

Job summary

Potomac is seeking an External Wholesaler to support and grow its tactical investment strategies and mutual funds with financial advisors in the Mid-Atlantic region. The role requires representing Potomac, traveling for client meetings, and collaborating with internal wholesalers to hit regional sales goals.

The candidate should have sales experience with broker-dealers and RIAs, strong presentation skills, and the ability to manage the territory flexibly.

Qualifications

• Must have: SIE, Series 7, and 63/65 or 66.
• 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.
• Self-driven and resourceful able to manage territory budget and operate autonomously.
• Bachelor’s degree or equivalent work experience.

Responsibilities

• 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 and objectives.
• Identify advisor needs through a consultative sales process and provide tailored investment 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.

Job description

Potomac is seeking an External Wholesaler to support and grow its tactical investment strategies and mutual funds with financial advisors in the Mid-Atlantic region. The role requires representing Potomac, traveling for client meetings, and collaborating with internal wholesalers to hit regional sales goals.

The candidate should have sales experience with broker-dealers and RIAs, strong presentation skills, and the ability to manage the territory flexibly.