{"id":549244,"url":"https://alion.io/job/potomac-sales-associate","title":"Sales Associate","company":{"id":449980,"name":"Potomac","domain":"potomac.com","url":"https://alion.io/company/potomac","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Rippling","truth_index":{"grade":"B","score":81,"open_postings":8,"ghost_share":0,"stale_share":0.75,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-11-02T06:13:15Z"}},"role":"Sales","role_family":"Sales","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Bethesda, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":45000,"max_usd":97000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":4123},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"LinkedIn","optional":false}],"status":"live","first_seen_at":"2026-01-05T18:29:02Z","employer_posted_date":"2026-01-05","last_verified_at":"2026-11-02T09:19:56Z","board_verified":true,"closed_at":null,"days_open":300,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":300},"description":"The Opportunity\nAt 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.\nWe’re aboutiquetacticalasset managerwith a differentiated productthat servestheindependent broker-dealer and RIAchannel.\nHeadquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®.\nSummary\nWe’re seeking a motivated Sales Associate to support our dynamic sales team. In this role, you'll identify opportunities, tackle challenges, and think strategically to drive growth. Ideal for problem-solvers eager to learn and build a career in a fast-growing firm.\nThis role is 100% onsite in Bethesda, MD.\nWhat You’ll Do\nSupport the sales team with their efforts to engage financial advisors and schedule meetings.\nResearch and qualify financial advisors, identifying innovative ways to expand Potomac’s advisor relationships.\nMaintain and update CRM data to track client information, insights, and opportunities.\nPrepare analytical reports that effectively showcase our investment strategies.\nAssist with event planning invites and marketing initiatives to engage financial advisors.\nCreate targeted lists for call campaigns.\nHelp drive our LinkedIn outreach and content promotion to advisors.\nFulfill swag orders for customers.\nWho You Are\nA natural problem solver who enjoys thinking creatively and finding new ways to improve processes.\nDetail-oriented, organized, and always looking for ways to drive efficiency.\nA strategic thinker who sees the big picture but never misses the small stuff.\nRequired Qualifications\nRecent college graduate with a passion for asset management, financial markets, and solving challenges.\nOR 2 years or less of sales experience, preferably in financial services.\nMust pass the SIE, Series 7 and either 63 & 65 or 66 licensing exams within 7 months of hire.\nPreferred Qualifications\nCompleted a summer internship in financial services (broker/dealer, RIA, or asset manager).\nObjectives\nDevelop a deep understanding of Potomac’s investment products and think critically about how they fit into an advisors' business.\nStay current with industry trends and developments, to ensure that Potomac stays head of the curve.\nComply with legal and compliance regulations at all times.\nPotomac 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.\nIf you want to drive, build, and scale, this is your shot.\nBenefits:\nMedical insurance\nVision insurance\nDental insurance\nHealth savings account option\n401(k) & other retirement benefits\nPaid maternity leave\nPaid paternity leave\nCommuter benefits\nDisability insurance\nPaid time off","description_format":"text","description_chars":2916,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"phd","optional":false},"security_clearance":false,"languages":[]},"benefits":["Dental insurance","Health insurance","Vision insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Managed IT Services (MSP)"],"lifecycle":[{"event":"open","at":"2026-09-08T13:46:45Z"}],"visa":[],"liveness":{"score":3,"band":"cold","label":"Long shot","p_open":1,"p_active":0.105,"p_room":0.28,"age_days":300,"expected_fill_days":21,"reasons":["conf:0","win:tail","crowd:junior"],"computed_at":"2026-11-02T06:13:15Z"},"pay":null,"html_url":"https://alion.io/job/potomac-sales-associate","json_url":"https://alion.io/job/potomac-sales-associate.json","meta":{"generated_at":"2026-11-02T12:37:53Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":17300,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-03T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":449980},"rest":"https://alion.io/mcp/rest/get_company?id=449980"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fpotomac-sales-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fpotomac-sales-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fpotomac-sales-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/potomac-sales-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fpotomac-sales-associate"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":549244}},{"tool":"search_jobs","arguments":{"company":"potomac.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":549244},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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