PGIM

External Wholesaler – Wire Channel, North Texas

PGIM

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • Oklahoma • Texas • United States

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About the role

  • Coverage of North Texas to include Oklahoma and Arkansas.
  • The External Wholesaler is responsible for representing all PGIM investment products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s across retail and retirement platforms to investment professionals in their respective territory.
  • The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker Dealers and RIA Aggregator firms.
  • The wholesaler will be able to clearly differentiate our investment strategies, provide technical information and articulate the benefits relative to our competitors.
  • They are expected to demonstrate expert level understanding of asset allocation, 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 have access to a major airport that serves all of their respective states.

Requirements

  • The candidate must be self 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.
  • Required licenses: Series 7 and Series 63 or 65.
  • The candidate will be required to travel extensively in the field, approximately 80% of the time.
Benefits
  • 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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
asset allocationportfolio constructioncapital marketsinvestment strategiessales experienceterritory management
Soft skills
self motivatedautonomouscommunicationclient servicing
Certifications
Series 7Series 63Series 65