PGIM Global Wealth - External Wholesaler (South Texas)
About The Position
The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s across retail and retirement platforms to investment professionals in their respective territory. The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker Dealers and RIA Aggregator firms. The wholesaler will be able to clearly differentiate our investment strategies, provide technical information and articulate the benefits relative to our competitors. They are expected to demonstrate expert level understanding of asset allocation, portfolio construction, capital markets, and industry related topics. They will be based out of their respective home office that’s required to be in one of the major zones within their geographic region and have access to a major airport that serves all of their respective states. This is a sales job with a pay for performance culture. You will be expected to meet specific sales targets across investment products, investment vehicles and investment firms. This position requires strong communication skills. You will be expected to be effective in communicating one-on-one, electronically and presenting in front of groups of financial professionals. This position demands that you are well organized, structured, and can be disciplined in sales systems and processes. You are expected to work with internal and external business partners to align resources to expected sales outcomes.
Requirements
- 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.
- Required to travel extensively in the field, approximately 80% of the time.
- Required licenses: Series 7 and Series 63 or 65.
Responsibilities
- Representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s across retail and retirement platforms to investment professionals in their respective territory.
- Raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker Dealers and RIA Aggregator firms.
- Clearly differentiate investment strategies, provide technical information and articulate the benefits relative to competitors.
- Demonstrate expert level understanding of asset allocation, portfolio construction, capital markets, and industry related topics.
- Meet specific sales targets across investment products, investment vehicles and investment firms.
- Communicate effectively one-on-one, electronically and presenting in front of groups of financial professionals.
- Be well organized, structured, and disciplined in sales systems and processes.
- Work with internal and external business partners to align resources to expected sales outcomes.
Benefits
- Market competitive base salaries, with a yearly bonus potential at every level.
- Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as 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 to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
- Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
- Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period).
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
