What are the responsibilities and job description for the Internal Sales / Wholesaler position at Potomac?
Launch Your Career with Potomac:
At Potomac, we believe long-term growth fuels success. Join our fast-growing team and help push our vision forward, empowering investors to Conquer Risk.
Why Potomac?
In just four years, we’ve skyrocketed from $140M to over $2B in AUM. Our culture is collaborative, dynamic, and designed for driven individuals who want to make an impact.
About the Role:
You’ll play a pivotal role in building relationships with financial advisors, driving sales, and partnering with our external wholesalers to develop a winning business strategy. This is a full-time, on-site position at our home office in the Avocet Tower in downtown Bethesda.
What We’re Looking For:
- Competitive, self-driven, and eager to grow
- Must have or be willing to acquire licensing: Series 6 or 7, SIE, and either 65, 66 or CFP
- Bachelor’s degree or equivalent experience
- Financial Services Internships and/or 1-3 years in financial services sales preferred (mutual funds, annuities, or separate accounts)
What You’ll Do:
- Conduct proactive outreach to advisors to promote our products and drive sales
- Build and deepen relationships with financial advisors to drive sales
- Collaborate with external wholesalers to meet regional goals
- Provide solutions that help advisors deliver exceptional results for their clients
- Collaborate with internal teams to ensure smooth and efficient sales processes, including coordinating marketing campaigns and product launches
- Effectively manage HubSpot CRM information and advisor profiles
Compensation:
- Base Salary of $55,000-$65,000 Commissions
- Total Target Compensation: $80,000 - $120,000
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: On-site in Bethesda, Maryland
Salary : $55,000 - $65,000
