Role Description
The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including:
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Mutual funds
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ETFs
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SMAs
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Alternative Investments
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CITs
Coverage will be Missouri and Iowa with the expectation that the person is based in the region. Firms targeted will include:
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Ameriprise
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Cetera
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LPL
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Osaic
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Raymond James
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Wells
The External Wholesaler is responsible for:
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Raising net new assets for the firm
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Servicing the firm's existing client base across Wirehouses, Regional Broker Dealers, and RIA Aggregator firms
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Clearly differentiating investment strategies and articulating benefits relative to competitors
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Demonstrating expert-level understanding of asset allocation, portfolio construction, capital markets, and industry-related topics
They will be based out of their respective home office thatβs 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.
Qualifications
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5-7 years of experience in the asset management distribution industry
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3-5 years of sales experience directly to financial intermediaries
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Required licenses: Series 7 and Series 63 or 65
Requirements
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Self-motivated with successful territory management and selling skills
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Ability to drive objectives relatively autonomously
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Extensive travel in the field, approximately 80% of the time
Benefits
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Market competitive base salaries, with a yearly bonus potential at every level
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Medical, dental, vision, life insurance, disability insurance
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Paid Time Off (PTO) and leave of absences, such as parental and military leave
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401(k) plan with company match (up to 4%)
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Company-funded pension plan
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Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
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Work/Life Resources to help support various personal topics
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Education Benefit to help finance traditional college enrollment and accredited certificate programs
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Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period)
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Eligibility to participate in a discretionary annual incentive program