Internal Sales Professional
4 weeks ago
About the Role:
Potomac Fund Management, Inc. is seeking a highly motivated and experienced Internal Sales professional to join our team. This position will report to the Director of Internal Sales and is an on-site position in our office in Bethesda, Maryland.
Key Responsibilities:
- Represent all products distributed and marketed by Potomac within the territory.
- Drive sales by developing, maintaining, and deepening relationships with new and existing advisors.
- Partner with an external wholesaler to develop a business plan, manage the territory, and drive regional sales goals and objectives.
- Identify advisor needs and provide investment and business solutions.
- Build and maintain relationships with internal and external business partners.
- Manage administrative responsibilities according to company policies.
About Potomac:
Potomac has experienced significant growth in the past four years, from under $140M to over $1.7B in AUM. We have a fantastic culture, great benefits, and hardworking people who love to collaborate.
What makes someone successful at Potomac:
We look for individuals who pride themselves on exceptional work and are team-oriented problem solvers. Individually, we can tackle a little, but together we can take over this industry.
Benefits:
· 401(k) & other retirement benefits
· Dental Insurance
· Health insurance
· Health savings account option
· Paid time off
· Parental leave
Work location: On-site in Bethesda, Maryland
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