What are the responsibilities and job description for the Sales Associate 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 have 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:
We’re seeking a motivated Sales Associate to support our dynamic sales team. In this role, you'll identify opportunities, tackle challenges, and think strategically to drive growth. Ideal for problem-solvers eager to learn and build a career in a fast-growing firm. This is a full-time, on-site position at our home office in the Avocet Tower in downtown Bethesda.
What We’re Looking For:
- Recent college graduate with a passion for asset management, financial markets, and solving challenges
- OR 2 years or less of sales experience, preferably in financial services
- Preferred: completed a summer internship in financial services (broker/dealer, RIA, or asset manager)
- A natural problem solver who enjoys thinking creatively and finding new ways to improve processes
- Detail-oriented, organized, and always looking for ways to drive efficiency
- Must pass the SIE, Series 6 or 7 and either 63 & 65 or 66 licensing exams within 7 months of hire
What You’ll Do:
- Support the sales team with their efforts to engage financial advisors and schedule meetings
- Research and qualify financial advisors, identifying innovative ways to expand Potomac’s advisor relationships
- Maintain and update CRM data to track client information, insights, and opportunities
- Prepare analytical reports that effectively showcase our investment strategies
- Assist with event planning invites and marketing initiatives to engage financial advisors
- Develop a deep understanding of Potomac’s investment products and think critically about how they fit into an advisors' business
- Create targeted lists for call campaigns
- Help drive our LinkedIn outreach and content promotion to advisors
- Fulfill swag orders for customers
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 are looking for dependable, coachable, and team-oriented problem solvers. Individually we can tackle a little, but together we can take over this industry.
Compensation:
Base salary of $50,000 plus benefits
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 : $50,000
