About The Position

The External Wholesaler is responsible for representing all PGIM investment 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.

Requirements

  • Self-motivated with successful territory management and selling skills.
  • 5-7 years of experience in the asset management distribution industry.
  • 3-5 years of sales experience directly to financial intermediaries.
  • Required licenses: Series 7 and Series 63 or 65.
  • Ability to travel extensively in the field, approximately 80% of the time.

Responsibilities

  • Represent PGIM investment products and vehicles to investment professionals.
  • Raise net new assets for the firm and service existing client base.
  • Differentiate investment strategies and articulate benefits relative to competitors.
  • Demonstrate expert understanding of asset allocation, portfolio construction, and capital markets.
  • Work with internal and external business partners to align resources to expected sales outcomes.

Benefits

  • Market competitive base salaries with yearly bonus potential.
  • Medical, dental, vision, life insurance, and disability insurance.
  • Paid Time Off (PTO) and leave of absences.
  • 401(k) plan with company match (up to 4%).
  • Company-funded pension plan.
  • Wellness Programs with reimbursement for personal wellbeing needs.
  • Work/Life Resources for various support topics.
  • Education Benefit for financing college enrollment and accredited certificate programs.
  • Employee Stock Purchase Plan with shares purchased at 85% of the lower price.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Industry

Insurance Carriers and Related Activities

Number of Employees

5,001-10,000 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service