External Wholesaler
Potomac - California, Missouri, United States, 65018
Work at Potomac
Overview
- View job
Overview
$150,000.00/yr - $400,000.00/yr Additional compensation types
Commission Direct message the job poster from Potomac Are you looking to take control of your financial future? If so, we have an exciting opportunity with a fast-growing investment strategist. The role will be fast paced with extensive travel. But when done properly, the right person, can supercharge their income potential in a short period of time. Our company is young and hungry with the necessary commitment from ownership to step on the gas pedal. About the Role: The External Sales/Wholesaler, along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business to financial intermediaries at Broker Dealers like LPL, Cambridge, and Cetera via TAMPs throughout our industry like MWP, Envestnet, OPS, Altruist, etc. Qualifications: Must live in the designated sales territory or willing to move. (Southern CA, NV, HI) Preferably in the Los Angeles Metro Area. Must have or be willing to acquire licensing: SIE, Series 6 or 7 and either 63 & 65 or 66. Minimum of 3 years as a mutual fund/VA separate account external or internal wholesaler. Must have in-depth working knowledge and experience with mutual funds and separate accounts. Demonstrated ability to make successful and dynamic sales presentations. Self-driven: able to manage territory budget and operate autonomously. Separate managed accounts experience. Bachelor’s degree or equivalent work experience. Preference for established relationships in the TAMP and Broker Dealer channels. Responsibilities: Represent all products distributed and marketed by Potomac within the territory. Drive sales by developing, maintaining, and deepening relationships with new and existing advisors. Influence advisor choices within a consultative sales process. Partner with an internal wholesaler to develop a business plan, manage the territory, and drive regional sales goals and objectives. Identify advisor needs and provide investment and business 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. Compensation: Base Salary of $75,000-$85,000+ Commissions Total Target Compensation: $150,000 - $400,000 About Potomac: In the past five years, Potomac has grown from under $140M+ to over $2B in AUM. It is an exciting time to be part of this company! We have a fantastic culture, great benefits, and hardworking people who love to collaborate. A pioneer in active risk-managed investing, Potomac has the experience and expertise to help advisors align the correct allocation for any given market condition. Working with financial advisors, we understand that every investor is unique, but each want to avoid catastrophic losses. Potomac offers a selection of tactical investment strategies for building and preserving wealth—so advisors can match the right strategy or combination of strategies to each investor’s needs. What makes someone successful at Potomac: To be successful at Potomac, we look for individuals who are not just looking to do a job, but for people who pride themselves on exceptional work. When each member of the team plays their part to the best of their ability, we all succeed. None of us are perfect, but we’re looking for dependable, coachable, and team-oriented problem solvers. Individually we can tackle a little, but together we can take over this industry. 401(k) & other retirement benefits Health insurance Health savings account option Paid time off Parental leave Work location: Remote with required travel. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Finance Referrals increase your chances of interviewing at Potomac by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Disability insurance Paid maternity leave Paid paternity leave Get notified when a new job is posted. Sign in to set job alerts for “Wholesaler” roles.
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