What are the responsibilities and job description for the Mutual Fund and Separate Account Sales Expert position at Potomac?
Grow Your Career with Potomac
We are seeking an experienced sales professional to join our team as an External Sales/Wholesaler. In this role, you will be responsible for driving sales growth and developing relationships with financial advisors. Our ideal candidate has experience in the financial industry, particularly in mutual funds and separate accounts, and possesses excellent sales skills.
This is a unique opportunity to join a fast-growing investment strategist like Potomac and contribute to our success. You will work closely with financial intermediaries, providing them with tailored investment solutions that meet their clients' needs.
Key Requirements:
- 3 years of experience as a mutual fund or VA separate account external or internal wholesaler.
- Series 6 or 7, SIE, and either 65, 66 or CFP licenses required.
- Deep understanding of mutual funds and separate accounts.
- Excellent sales skills and ability to build relationships with financial advisors.
What We Offer:
- Dynamic and collaborative work environment.
- Competitive compensation and benefits package.
- Opportunities for ongoing training and professional development.
