External Wholesaler –Northeast
$1,200,000–$1,200,000 year
On-siteBethesda, Maryland, United States or Massachusetts, United States
Job Summary
Represent Potomac and distribute all products and services within the assigned Northeast territory, including MA, CT, RI, ME, NH, and VT. Travel to conduct 1:1 and group face-to-face meetings and presentations with financial advisors. Partner with an internal wholesaler to develop a business plan, manage the territory, and meet 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 travel, expenses, CRM updates, and continuing education. Drive sales by developing relationships with new and existing advisors while complying with legal and compliance regulations. Base salary is $100K plus monthly commission.
Required Qualifications
- SIE
- Series 7
- 63 & 65 or 66
- 2 years of experience as an external wholesaler selling mutual funds, SMAs ETFs or VAs
- 3 years of experience as top internal wholesaler with existing relationships in the assigned territory
- Demonstrated ability to make successful and dynamic sales presentations
- Self-driven and resourceful able to manage territory budget and operate autonomously
- Bachelor's degree or equivalent work experience
Desired Qualifications
- Have established relationships within the assigned territory
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