PGIM Investments - External Wholesaler, Indiana

Prudential Annuities Distributors (PAD); Indiana (PA); Remote; USD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking firm as an External Wholesaler, where you'll represent a diverse range of PGIM investment products. This role involves engaging with senior financial professionals, providing them with technical insights, and driving sales in your territory. With a focus on collaboration and innovation, you'll be a key player in expanding PGIM's reach in the asset management industry. The firm values talent and encourages employees to challenge the status quo while offering competitive salaries and a comprehensive benefits package. If you're motivated and ready to make an impact, this is the opportunity for you!

Benefits

Market competitive base salaries

Yearly bonus potential

Medical, dental, and vision insurance

401(k) plan with company match

Company-funded pension plan

Wellness Programs reimbursement

Work/Life Resources

Education Benefit

Employee Stock Purchase Plan

Qualifications

• 5-7 years in asset management distribution and 3-5 years of sales experience.
• Required licenses: Series 7 and Series 63 or 65.

Responsibilities

• Represent PGIM investment vehicles to financial professionals.
• Provide technical information and differentiate investment strategies.

Skills

Territory Management

Sales Skills

Technical Knowledge of Investment Products

Communication Skills

Education

Bachelor's Degree

Relevant Certifications (Series 7, 63 or 65)

Job description

PGIM Investments - External Wholesaler, Indiana

Apply locations IN-Virtual Office time type Full time posted on Posted 3 Days Ago job requisition id R-119954

Job Classification: Sales - Sales

What you will do

• 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.

What you can expect

• 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.

What you will bring

• The candidate must be motivated with successful territory management and selling skills, and the ability to drive their objectives relatively autonomously.
• The candidate should have 5-7 years of experience in the asset management distribution industry, and 3-5 years of sales experience directly to financial intermediaries.
• The candidate will be required to travel extensively in the field, approximately 75% of the time.
• Required licenses: Series 7 and Series 63 or 65.

About PGIM Investments

PGIM Investments 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 welcomes new ideas and challenging the status-quo and are committed to developing talent for long-term success.

A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE

As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers! If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today.

What we offer you:

• 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. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

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.

About PGIM

PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU), is a global investment manager with US $1.3 trillion in assets under management as of Dec. 31, 2023. With offices in 18 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate, and alternatives. For more information about PGIM, visit pgim.com.

Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.

PGIM Inc. (PGIM) is the principal asset management business of Prudential Financial, Inc. (PFI), a company incorporated and with its principal place of business in the United States. PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.

Our Commitment to Diversity, Equity, and Inclusion

Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.