External Wholesaler – Independent Broker Dealer Channel

🔥 0 minutes ago

🌾 Iowa, Missouri, +1 more states – Remote

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⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 10%

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Logo of Prudential Financial

Prudential Financial

10,000+ employees

Founded 1875

💸 Finance

🛡️ Insurance

🏠 Real Estate

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.

📋 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

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