External Wholesaler - Mid-Atlantic

Potomac•Washington, DC

160d•$85,000 - $100,000•Hybrid

About The Position

The External Wholesaler, along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. This role is for the Mid-Atlantic Region. The External Wholesaler will represent Potomac and distribute all Potomac products and services within the assigned territory. This involves traveling within the territory to conduct 1:1 and group face-to-face meetings and presentations. The wholesaler will partner with an internal wholesaler to develop a business plan and manage the territory to meet and exceed regional sales goals and objectives. They will identify advisor needs through a consultative sales process and provide tailored investment solutions. Building and maintaining relationships with internal and external business partners (e.g., marketing, senior leaders, field leaders) is crucial. Administrative responsibilities include managing travel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements according to company policies.

Requirements

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.
A driven and detail-oriented wholesaler, with a hunter mentality who has a deep understanding of the markets, products and broker dealer landscape and has a passion for sales.
A dependable, coachable, and team-oriented problem solver, who understands the opportunity, and is willing to work hard with 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.

Nice To Haves

Have established relationships within the assigned territory.

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.
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 and developments, to ensure that Potomac stays head of the curve.
Comply with legal and compliance regulations at all times.