External Wholesaler

Responsibilities

• Represent Potomac and distribute all products and services within the assigned territory
• Travel within the territory to conduct 1:1 and group face-to-face meetings and presentations
• Partner with an internal wholesaler to develop a business plan and manage the territory to meet and exceed regional sales goals
• Identify advisor needs through a consultative sales process and provide tailored investment solutions
• Build and maintain relationships with internal and external business partners
• Manage administrative responsibilities including CRM updates, travel, and expenses

Requirements

• SIE, Series 7, and either 63 & 65 or 66 licenses
• Minimum 2 years of experience as an external wholesaler selling mutual funds, SMAs, ETFs, or VAs
• Or 3 years of experience as a top internal wholesaler with existing relationships in the territory
• Demonstrated ability to make successful and dynamic sales presentations
• Bachelor's degree or equivalent work experience

Preferred Qualifications

• Established relationships within the assigned New York territory

Benefits

• Medical, vision, and dental insurance
• Health savings account option
• 401(k) and other retirement benefits
• Paid maternity and paternity leave
• Commuter benefits and disability insurance
• Paid time off