What are the responsibilities and job description for the External Wholesaler - Southwest position at 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 and require a lot of 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. (AZ, UT, CO, NM)
- Must have or be willing to acquire licensing: Series 6 or 7, SIE, and either 65, 66 or CFP.
- Minimum of 3 years as a mutual fund/VA separate account external or internal wholesaler as an Internal in this industry.
- 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 channel and region.
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.
About Potomac:
In the past five years, Potomac has grown from under $140M to nearly $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.
Benefits:
- 401(k) & other retirement benefits
- Dental Insurance
- Health insurance
- Health savings account option
- Paid time off
- Parental leave
Work location: Remote with required travel.
