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Potomac · 1 day ago

Sales Associate

Bethesda, MD

Full-time

Onsite

New Grad, Entry Level

$50K/yr - $50K/yr

0+ years exp

Potomac is a ~$3B+ AUM/AUA asset manager that serves independent broker-dealers and RIAs. They are seeking a motivated Sales Associate to support their dynamic sales team by identifying opportunities and driving growth.

AdviceFinancial ServicesWealth Management

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

Qualification

Sales experienceFinancial services knowledgeCRM proficiencyAnalytical reportingEvent planningProblem solvingDetail-orientedStrategic thinkingCommunication skills