Potomac

Potomac

Sales Associate

Bethesda, MD · Internship

Sponsorship not specifiedDetected 16 days ago
CRMSalesResearch

About the role

  • 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.

Responsibilities

  • Support the sales team with their efforts to engage financial advisors and schedule meetings.
  • Maintain and update CRM data to track client information, insights, and opportunities.
  • Create targeted lists for call campaigns.
  • Help drive our LinkedIn outreach and content promotion to advisors.

Requirements

  • OR 2 years or less of sales experience, preferably in financial services.

Nice to have

  • Completed a summer internship in financial services (broker/dealer, RIA, or asset manager).
  • 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.
  • Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk ®.
  • Research and qualify financial advisors, identifying innovative ways to expand Potomac's advisor relationships.

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

Company info

  • Fulfill swag orders for customers.
  • The Opportunity At Potomac, we're not for everyone-and that's by design.
  • Summary At Potomac, we're not for everyone-and that's by design.
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This listing is sourced directly from Potomac's careers page and normalized into a canonical job model.