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Internal Wholesaler

Date Posted: May 17, 2026
Yearly: USD - USD
Job is expired

Job Detail

  • location_on
    Location Bethesda, Maryland and Grand Kru, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Jun 17, 2026
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Job Description

Overview

As an Internal Wholesaler at Potomac, you will play a crucial role in building relationships with financial advisors, driving sales, and developing effective business strategies. This full-time, on-site position located in Bethesda, Maryland, requires proactive outreach and collaboration with external wholesalers to achieve regional goals and ensure efficient sales processes.

Key responsibilities

  • Conduct proactive outreach to financial advisors to promote products and drive sales
  • Build and deepen relationships with financial advisors
  • Collaborate with external wholesalers to meet regional sales goals
  • Provide solutions to help advisors deliver exceptional results for their clients
  • Coordinate marketing campaigns and product launches with the internal team
  • Manage HubSpot CRM information and advisor profiles

Required skills

  • Strong sales and marketing skills
  • Client relationship management
  • Financial advisory knowledge
  • Investment knowledge including mutual funds, annuities, ETFs
  • Problem-solving and strategic thinking
  • Experience with CRM management, specifically HubSpot
  • Licensing: SIE, Series 7, and either 63 & 65 or 66
  • Bachelor's degree or equivalent experience

What the company offers

  • Medical, vision, and dental insurance
  • Health savings account option
  • 401(k) and other retirement benefits
  • Paid maternity and paternity leave
  • Commuter benefits
  • Disability insurance
  • Paid time off
  • Industry-competitive pay structure with performance-based incentives
  • Target total compensation: $80,000-$110,000

Skills Required

Company Overview

Potomac
Bethesda, Maryland and Grand Kru, United States of America
0 Current Jobs Openings

Potomac is a boutique tactical asset manager specializing in serving the independent broker-dealer and RIA channel. We pride ourselves on attracting individuals who think critically and execute with urgency, aligning with our institutional-grade inve... Read More

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