External Wholesaler – Southeast
$1,200,000–$1,200,000 year
On-siteNorth Carolina, United States or Bethesda, Maryland, United States
Job Summary
Represent Potomac and distribute all products and services within the Southeast Region, covering NC, SC, GA, TN, and AL. Travel to conduct 1:1 and group face-to-face meetings with financial advisors in the Independent Broker Dealer and RIA channel. Partner with an internal wholesaler to develop a business plan, manage the territory to meet sales goals, and identify advisor needs through a consultative sales process. Build relationships with internal and external business partners while managing administrative responsibilities including travel, expenses, CRM updates, and continuing education. Maintain compliance with legal regulations and stay current with industry trends. Base salary is $100K plus monthly commission.
Required Qualifications
- SIE, Series 7, and either 63 & 65 or 66
- Minimum of 2 years of experience as an external wholesaler selling mutual funds, SMAs ETFs or VAs, or 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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.