Field-Based Asset Management Wholesaler – MO & IA

Jobtailor; Iowa (LA); On-site; USD 90,000 - 160,000; Full time

Job summary

PGIM Global Wealth seeks a seasoned sales professional to represent our investment products across Missouri and Iowa, targeting investment professionals and intermediaries.

Based in the region with a home office, you will differentiate strategies, present technical information, and drive net new assets while meeting territory targets. This role requires extensive field travel and active licensing in Series 7, 63, and 65.

Qualifications

• 5–7 years of asset management distribution experience.
• 3–5 years of sales experience to financial intermediaries.
• Approximately 80% field travel required.
• Based in Missouri and Iowa region with a home office in a major zone.

Responsibilities

• Represent PGIM Global Wealth products across retail and retirement platforms.
• Sell to investment professionals in the assigned territory.
• Raise net new assets for the firm.
• Service the existing client base across wirehouses, regional broker-dealers, and RIAs.
• Differentiate investment strategies and provide technical information.
• Articulate product benefits relative to competitors.
• Meet sales targets across investment products, vehicles, and firms.
• Present to financial professionals and manage sales processes.
• Travel throughout Missouri and Iowa to cover territory.

Skills

Territory management

Sales strategy

Client relationships

Asset allocation knowledge

Education

Series 7 License

Series 63 License

Series 65 License

Tools

CRM proficiency

Job description

PGIM Global Wealth seeks a seasoned sales professional to represent our investment products across Missouri and Iowa, targeting investment professionals and intermediaries.

Based in the region with a home office, you will differentiate strategies, present technical information, and drive net new assets while meeting territory targets. This role requires extensive field travel and active licensing in Series 7, 63, and 65.