External Wholesaler

Job not on LinkedIn

April 17

🏰 Missouri – Remote

Although this job is listed in Missouri, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Prudential Financial

WebsiteLinkedInAll Job Openings

Finance • Insurance • Real Estate

Prudential Financial is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. With a heritage in life insurance and asset management, the company helps individual and institutional customers grow and protect their wealth. Prudential offers a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

10,000+ employees

Founded 1875

💸 Finance

🏠 Real Estate

📋 Description

• The External Wholesaler is responsible for representing all PGIM investment vehicles including Mutual funds, ETF’s, CIT’s, Institutional & Retail SMA’s, Limited Partnerships, & 401(k) platforms to investment professionals in their respective territory. • The External Wholesaler will engage Senior Partners, CIO’s, Directors of Research, Research Analysts, Financial Advisors, and Consultants. • The wholesaler will provide technical information on the products they represent, demonstrating a solid understanding of the competitive landscape, 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 has access to a major airport that serves all of their respective states. • Wholesaler will be able to clearly differentiate our investment strategies and articulate the benefits relative to our competitors. • Providing technical information to advisors and investment committee members. • Finding creative ways to gain access for our products to RIA firms that aren’t familiar with PGIM Investments. • Working with other business partners to align activities and plans for the given region and Firms. • Design collaborative quarterly business plans for their region around meeting each of the above objectives.

🎯 Requirements

• 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. • The candidate must be motivated with successful territory management and selling skills, and the ability to drive their objectives relatively autonomously. • Must be able to travel extensively in the field, approximately 75% of the time.

🏖️ 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), after one year of service. • Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.