About this role
External Wholesaler – New York (Statewide, Including NYC & Long Island) at Potomac. Location: New York or New York City. Role: representing products, conducting meetings, managing territory Requirements: SIE, Series 7 and either 63 & 65 or 66; 2+ years external wholesaler (or 3 years top internal wholesaler) with territory relationships; strong sales presentation and territory management skills; bachelor’s or equivalent experience. Category: Sales Seniority: Entry Level Tools: CRM, calendar, email Certifications: sie, series 7, series 63, series 65, series 66 Commitment: Full Time Workplace: Remote Languages: English