External Wholesaler – Indiana & Illionis

Potomac; Indiana (PA); On-site; USD 100,000 - 140,000; Full time

Job summary

Potomac is looking for an External Wholesaler to support and grow its tactical investment strategies in Indiana and Illinois. This role requires a driven individual with a strong sales background and the ability to manage relationships with financial advisors.

The selected candidate will represent Potomac, conduct face-to-face meetings, develop business plans with internal partners, and ensure client needs are met through tailored investment solutions. A bachelor’s degree and relevant experience are essential.

The position offers a competitive base salary of $100K, plus monthly commissions.

Qualifications

• Experience as an external wholesaler selling mutual funds, SMAs ETFs, or VAs.
• Minimum of 2 years of experience, or 3 years as a top internal wholesaler.
• SIE, Series 7, and either 63 & 65 or 66 licenses.

Responsibilities

• Represent Potomac and distribute all products within the assigned territory.
• Conduct 1:1 and group meetings and presentations.
• Develop a business plan with an internal wholesaler.

Skills

Sales presentation skills

Market understanding

Relationship management

Consultative sales process

Education

Bachelor’s degree or equivalent work experience

Job description

The Opportunity

At Potomac,we’renot for everyone—andthat’sby design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work anddon’tneed handholding to make things happen.

We’rea boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel

Headquarteredin Bethesda, MD, we combine institutional-grade investmentexpertisewith a quantitative process that is Built to Conquer Risk ®.

Summary

The External Wholesaler , along with their internal teammember, will support and grow Potomac's tactical investment strategies and mutual fund businesswith financial advisors in the Independent Broker Dealer and RIA channel.We'rehiring for this position in our Indiana & Illinois Region.

WhatYou’llDo

• RepresentPotomac and distributeallPotomacproductsand services within theassignedterritory.
• Travel within the territory to conduct 1:1 and groupface to facemeetings and presentations.
• Partner with an internal wholesaler to develop a business planandmanagethe territorytomeetandexceed regionalsales goals andobjectives.
• Identifyadvisor needsthrough a consultative sales processand providetailoredinvestment solutions.
• Build andmaintainrelationships with internal and external business partners (e.g., marketing, senior leaders, field leaders).
• Manage administrative responsibilities according to company policiesincludingtravel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements.

Who You Are

• Adriven anddetail-orientedwholesaler,with a hunter mentalitywhohas adeep understanding of the markets, products andbroker dealer landscapeandhas a passion for sales.
• Adependable, coachable, and team-oriented problem solver, who understands the opportunity, and is willing to work hardwith a “can do” attitude willing to do whatever it takes to get the job done.
• A strategic thinker who sees the big picture but never misses the small stuff.

RequiredQualifications

• Must have: SIE, Series 7, and either 63 & 65 or 66.
• Minimum of2yearsofexperience asan external wholesaler selling mutual funds, SMAs ETFs or VAs, or 3 years of experience astopinternalwholesalerwith existingrelationships in the assigned territory.
• Demonstrated ability to make successful and dynamic sales presentations.
• Self-drivenand resourcefulable to manage territory budget andoperateautonomously.
• Bachelor’s degree or equivalent work experience.

PreferredQualifications

• Haveestablishedrelationshipswithin the assigned territory.

Objectives

• Drive sales by developing,maintaining, and deepening relationships with new and existing advisors. Influence advisor choices within a consultative sales process.
• Stay current with industry trends anddevelopments, to ensure that Potomac stays head of the curve.
• 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. Ifyou’relooking for a slow pace and low volume, thisisn’tfor you.

If you want to drive, build, and scale, this is your shot.

Base salary $100K plus monthly commission.