Sales Associate

About the role

We are seeking a motivated Sales Associate to support our dynamic sales team. This role is 100% onsite in Bethesda, MD.

Responsibilities

• Support the sales team with their efforts to engage financial advisors and schedule meetings.
• Research and qualify financial advisors, identifying innovative ways to expand Potomac’s advisor relationships.
• Maintain and update CRM data to track client information, insights, and opportunities.
• Prepare analytical reports that effectively showcase our investment strategies.
• Assist with event planning invites and marketing initiatives to engage financial advisors.
• Create targeted lists for call campaigns.
• Help drive our LinkedIn outreach and content promotion to advisors.
• Fulfill swag orders for customers.

Requirements

• A natural problem solver who enjoys thinking creatively and finding new ways to improve processes.
• Detail-oriented, organized, and always looking for ways to drive efficiency.
• A strategic thinker who sees the big picture but never misses the small stuff.
• Recent college graduate with a passion for asset management, financial markets, and solving challenges.
• OR 2 years or less of sales experience, preferably in financial services.
• Must pass the SIE, Series 7 and either 63 & 65 or 66 licensing exams within 7 months of hire.
• Completed a summer internship in financial services (broker/dealer, RIA, or asset manager).

Qualifications

• Develop a deep understanding of Potomac’s investment products and think critically about how they fit into an advisors' business.
• Stay current with industry trends and developments, to ensure that Potomac stays ahead of the curve.
• Comply with legal and compliance regulations at all times.

Skills

• Excellent communication skills.
• Strong organizational and time management skills.
• Ability to multitask and prioritize tasks effectively.
• Proficiency in Microsoft Office Suite.

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• Health savings account option
• 401(k) & other retirement benefits
• Paid maternity leave
• Paid paternity leave
• Commuter benefits
• Disability insurance
• Paid time off

Pay

The pay range for this role is: $50,000 - $50,000 USD per year (Potomac HQ)

Schedule

This is a full-time, on-site position at our home office in the Avocet Tower in downtown Bethesda.