What are the responsibilities and job description for the Tactical Investment Strategies Professional position at Potomac?
Pursue Your Dream Job with Potomac
Are you a driven sales professional looking for a new challenge? Do you have experience in mutual funds and separate accounts, as well as a deep understanding of the financial industry? We invite you to consider joining our team as an External Sales/Wholesaler at Potomac, a leading investment strategist.
In this role, you will be responsible for supporting and growing our tactical investment strategies and mutual fund business. You will work closely with financial intermediaries, providing them with tailored investment solutions that meet their clients' needs.
Responsibilities:
- Develop and maintain relationships with financial advisors.
- Drive sales growth and develop business plans.
- Partner with internal teams to achieve regional sales goals.
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.
