External Wholesaler – Wire Channel
Prudential Financial
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.
- Representing all PGIM investment products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s.
- Raising net new assets for the firm and servicing the firm's existing client base across Wirehouses, Regional Broker Dealers, and RIA Aggregator firms.
- Differentiating investment strategies, providing technical information, and articulating benefits relative to competitors.
- Demonstrating expert level understanding of asset allocation, portfolio construction, capital markets, and industry related topics.
- Working with internal and external business partners to align resources to expected sales outcomes.
Requirements
- 5-7 years of experience in the asset management distribution industry.
- 3-5 years of sales experience directly to financial intermediaries.
- Required licenses: Series 7 and Series 63 or 65.
- Self-motivated with successful territory management and selling skills.
- Ability to drive their objectives relatively autonomously.
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 skillsterritory management
Soft skills
self-motivatedcommunicationinterpersonal skillsautonomy
Certifications
Series 7Series 63Series 65