PGIM Investments, External Wholesaler ( Ohio , Remote) (R-109177)
Job Classification:Sales - Sales
PGIM is the diversified asset management business of Prudential Financial, Inc. (NYSE: PRU). With $1.4 trillion in assets under management, and 38 offices spanning 16 countries, PGIM is among the world’s top-10 largest asset managers. Comprised of seven self-governing asset management divisions, each PGIM business offers a distinct workplace culture that aligns with the firm’s ultimate objective: to provide premier service to our clients while fostering an inclusive workplace culture that is rooted in trust, respect and equality.
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.
At PGIM Investments, we consider it a great privilege and responsibility to help investors participate in opportunities across the global markets while meeting their toughest investment challenges. We offer a diversified suite of actively managed funds across a broad spectrum of asset classes and investment styles, with over $95 billion in assets under management.
The External Wholesaler is responsible for representing PGIM through retail investment vehicles (mutual funds, separate accounts & 401(k) platforms) to investment professionals and partner firm product coordinators.
The External Wholesaler would engage advisors/teams in several relationship building activities. These activities include: providing technical information on the products they represent, demonstrating a strong knowledge of the competitive landscape, financial markets and industry related topics. The External Wholesaler would also act as a consultant in the areas of practice management and portfolio construction.
In field responsibilities are to drive Prudential Investments separate account and mutual fund sales and improve retention of PGIM assets under. This includes:
Representing Prudential Investments mutual funds and separate accounts to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors.
Sharing business building ideas and strategies with financial advisors.
Providing expert perspective in client meetings.
Providing technical information to advisors
Offering and coordinating client marketing assistance to advisors (i.e., client and prospect seminars).
Working closely with other business partners to align activities and plans for the given region and its advisors
Develop collaborative quarterly business plans for their region around meeting each of the above objectives.
The candidate must be motivated with strong territory management and selling skills, and the ability to drive to his/her objectives relatively autonomously.
The candidate should have 5-7 years experience in the Investments industry, and 3-5 years of wholesaling experience.
The candidate will be required to travel extensively in the field, approximately 90% of the time.
Required licenses: Series 7 and Series 63 or 65.
Prudential Financial, Inc. is 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.-
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.
We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit [Register to View] to learn more about our values, our history and our brand.
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.
The Prudential Insurance Company of America, Newark, NJ and its affiliates.
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