PGIM Global Wealth - Retirement Specialist

PGIM; Newark (NJ); On-site; USD 67,500 - 82,500; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Wellness programs

401(k) plan with company match

Employee Stock Purchase Plan

Job summary

A global asset management firm is seeking a Retirement Specialist responsible for the wholesale distribution of mutual funds via various platforms. This role demands strong communication and sales skills, along with proactive engagement with financial intermediaries. Candidates should have at least 3 years of experience in financial services and hold the necessary licenses. The position offers a base salary of $75,000, potential bonuses, and an extensive benefits package including health insurance, a 401(k) plan, and wellness programs.

Qualifications

• 3+ years of financial services experience in a sales capacity.
• Demonstrated strong communication and interpersonal skills.
• Strong desire to specialize in the Defined Contribution marketplace.

Responsibilities

• Provide a broad range of value-added investment solutions.
• Clearly articulate and present the PGIM mutual fund product lines.
• Grow Defined Contribution sales production through proactive efforts.

Skills

Communication skills

Sales skills

Organizational skills

Teamwork

Internet sales skills

Education

FINRA Series 7 and 63

Insurance licensing

Tools

Word

Excel

PowerPoint

Morningstar

Lipper

Job description

PGIM Global Wealth - Retirement Specialist

Join to apply for the PGIM Global Wealth - Retirement Specialist role at PGIM.

Our Role

The Retirement Specialist (RS) will be responsible for the wholesale distribution of PGIM mutual funds primarily via telephone, Zoom, and other virtual platforms. The RS will also conduct client‑facing activities through financial advisors and platform wholesalers in specifically assigned geographic territories. Working in partnership with the IBD, RIA, and Wirehouse Wholesalers, along with external sales IODC specialists and the internal sales teams, the RS will grow the firm’s Defined Contribution assets under management.

Responsibilities

• Provide a broad range of value‑added investment solutions by proactive communications with financial intermediaries.
• Clearly articulate, understand, and present the PGIM mutual fund product lines to generate sales and activity.
• Attain and/or exceed sales goals as set forth by management for the assigned territory and/or branches.
• Grow Defined Contribution sales production of assigned financial advisors, branches, and firms through proactive calling efforts and use of web meeting tools.
• Meet or exceed productivity expectations as set forth by management.
• Provide timely follow‑up, sales progress, and support to Financial Advisors who have generated an Investment Review or other specific Defined Contribution sales tools.

Qualifications

• 3+ years of financial services experience in a sales capacity.
• Licenses – FINRA Series 7 and 63 required.
• Insurance licensing required within 120 days of hire.
• Computer competency in Word, Excel, PowerPoint, and other programs such as Morningstar, Lipper, etc.
• Demonstrated strong communication and interpersonal skills with the ability to work in a team environment.
• Proven telephone and internet sales skills.
• Excellent organizational skills, highly motivated, professional manner, ability to manage a territory, and a desire to succeed and grow with the firm.
• Strong desire to specialize in the Defined Contribution marketplace and continue to grow expertise in Defined Contribution issues and strategies.

Compensation and Benefits

The base salary for this role is $75,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. 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.

• 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.

Company Overview

PGIM Global Wealth is a diversified distributor of asset management capabilities, with over 100 actively managed funds globally. We are dedicated to helping clients tackle their toughest investment challenges and base the foundation of our investment strategy around collaboration and innovation. Our leadership team encourages innovative ideas and challenges the status‑quo and is committed to developing talent for long‑term success.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Finance and Sales

Equal Employment Opportunity

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.

If you need an accommodation to complete the application process, please email [e-mail].

If you are experiencing a technical issue with your application or an assessment, please email [e-mail] to request assistance.