Regional External Wholesaler — Growth & Territory Leader

Potomac; Florida; On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

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

Job summary

Potomac is seeking an External Wholesaler to support and grow our tactical investment strategies and mutual fund business within the Independent Broker Dealer and RIA channel. This role covers the Gulf Coast region including FL and MS, with travel for 1:1 and group meetings to meet sales goals.

You will partner with an internal wholesaler, develop business plans, and identify advisor needs through a consultative process to provide tailored investment solutions.

Qualifications

• Must have: SIE, Series 7, and either 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.

Skills

Hunter mentality

Sales presentations

Relationship building

Self-driven

Education

SIE certification

Series 7 license

63/65 or 66 license

Bachelor’s degree or equivalent

Job description

Potomac is seeking an External Wholesaler to support and grow our tactical investment strategies and mutual fund business within the Independent Broker Dealer and RIA channel. This role covers the Gulf Coast region including FL and MS, with travel for 1:1 and group meetings to meet sales goals.

You will partner with an internal wholesaler, develop business plans, and identify advisor needs through a consultative process to provide tailored investment solutions.