External Wholesaler – Independent Broker Dealer Channel
Job Description:
- Represent PGIM Global Wealth products and vehicles, including mutual funds, ETFs, SMAs, alternative investments, and CITs
- Sell across retail and retirement platforms to investment professionals in the territory
- Raise net new assets for the firm
- Service the existing client base across wirehouses, regional broker dealers, and RIA aggregator firms
- Differentiate investment strategies and provide technical information
- Articulate product benefits relative to competitors
- Demonstrate expert understanding of asset allocation, portfolio construction, capital markets, and industry topics
- Meet specific sales targets across investment products, vehicles, and firms
- Communicate one-on-one, electronically, and through presentations to financial professionals
- Work with internal and external business partners to align resources with sales outcomes
- Manage the territory and travel extensively in the field
Requirements:
- Home office required to be in one of the major zones within the geographic region
- Access to a major airport that serves the respective states
- Strong communication skills
- Self motivated with successful territory management and selling skills
- Ability to drive objectives relatively autonomously
- 5-7 years of experience in the asset management distribution industry
- 3-5 years of sales experience directly to financial intermediaries
- Ability to travel extensively in the field, approximately 80% of the time
- Series 7 license required
- Series 63 or 65 license required
Benefits:
- Market competitive base salaries
- Yearly bonus potential
- Medical, dental, vision, life insurance, and disability insurance
- Paid Time Off (PTO)
- Parental and military leave
- 401(k) plan with company match (up to 4%)
- Company-funded pension plan
- Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
- Work/Life Resources covering parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
- Education Benefit for approved traditional college enrollment and accredited certificate programs
- Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices
- Discretionary annual incentive program eligibility
