Top 9 External wholesaler Jobs in Northbrook, Il

External Wholesaler – Indiana & Illionis
Potomac —Chicago, IL
- $100,000 a year
- Full-time
- Remote
- Bachelor of Science
- Mid-level
- Bachelor's degree
- Commuter assistance
- Paid parental leave
Quick Apply
PGIM Global Wealth - External Wholesaler (Wire Channel - Chicago)
PGIM —Chicago, IL
- $100,000 a year
- Full-time
- Office
- 3 years
- Presentation skills
- Employee stock purchase plan
- Disability insurance
Key Accounts Manager
Revolution Brewing —Chicago, IL
- $70,000 - $90,000 a year
- Full-time
- Google Workspace
- Clean driving record
- Merchandising
Associate, Internal Wholesaler
Core Spaces —Chicago, IL
- $120,000 - $130,000 a year
- Full-time
- Hybrid work
- Marketing
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Account Manager - Convenience Channel
Old World Industries —Northbrook, IL
- $76,000 - $110,000 a year
- Full-time
- Marketing
- Merchandising
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago
Goldman Sachs —Chicago, IL
- Mid-level
- Office
- Project management
- Disability insurance
- Health insurance
Director, Trade Relations
KabaFusion —Chicago, IL
- $150,000 - $180,000 a year
- Full-time
- Microsoft Outlook
- 5 years
- Finance
- Paid holidays
- Disability insurance
Quick Apply
Divisional Sales Manager, Intermediary
Northern Trust Corp. —Chicago, IL
- Full-time
- Bachelor of Science
- Office
- Analysis skills
- Health insurance
- Dental insurance
Regional Sales Associate - Internal Sales (AS)
Guggenheim Partners —Chicago, IL
- Full-time
- Mid-level
- Office
- Finance

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external wholesaler jobs near northbrook, il

External Wholesaler – Indiana & Illionis

Potomac
Chicago, IL

Quick Apply

Job Details

Full-time
$100,000 a year

Benefits

Commuter assistance
Paid parental leave
Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance

Qualifications

Financial sales
Expense management
Sales presentations
Series 7
Securities Industry Essentials
Budgeting
Experience practicing in the securities industry
Wholesale sales environment

Full Job Description

The Opportunity

At Potomac, we’re not for everyone—and that’s by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need handholding to make things happen.

We’re a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel

Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®.

Summary

The External Wholesaler, along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. We're hiring for this position in our Indiana & Illinois Region.

What You’ll Do

Represent Potomac and distribute all Potomac products and services within the assigned territory.
Travel within the territory to conduct 1:1 and group face to face meetings and presentations.
Partner with an internal wholesaler to develop a business plan and manage the territory to meet and exceed regional sales goals and objectives.
Identify advisor needs through a consultative sales process and provide tailored investment solutions.
Build and maintain relationships with internal and external business partners (e.g., marketing, senior leaders, field leaders).
Manage administrative responsibilities according to company policies including travel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements.

Who You Are

A driven and detail-oriented wholesaler, with a hunter mentality who has a deep understanding of the markets, products and broker dealer landscape and has a passion for sales.
A dependable, coachable, and team-oriented problem solver, who understands the opportunity, and is willing to work hard with a “can do” attitude willing to do whatever it takes to get the job done.
A strategic thinker who sees the big picture but never misses the small stuff.

Required Qualifications

Must have: 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.

Preferred Qualifications

Have established relationships within the assigned territory.

Objectives

Drive sales by developing, maintaining, and deepening relationships with new and existing advisors. Influence advisor choices within a consultative sales process.
Stay current with industry trends and developments, to ensure that Potomac stays head of the curve.
Comply with legal and compliance regulations at all times.

Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you’re looking for a slow pace and low volume, this isn’t for you.

If you want to drive, build, and scale, this is your shot.

Base salary $100K plus monthly commission.

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

Quick Apply

Refine Your Search

external wholesaler jobs in northbrook, il

External Wholesaler – Indiana & Illionis

PGIM Global Wealth - External Wholesaler (Wire Channel - Chicago)

Key Accounts Manager

Associate, Internal Wholesaler

Account Manager - Convenience Channel

Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago

Director, Trade Relations

Divisional Sales Manager, Intermediary

Regional Sales Associate - Internal Sales (AS)