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PGIM Investments Sales, Retirement Specialist at Prudential Ins Co of America

Posted in Finance 30+ days ago.

Type: Full-Time
Location: Newark, New Jersey





Job Description:

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.

Our Business:

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. 

Our Role:

The Retirement Specialist (RS) will be responsible for the wholesale distribution of PGIM mutual funds primarily via the telephone, zoom, and other virtual platforms but will include client facing activities through financial advisors and platform wholesalers in specifically assigned geographic territories. The RS will work in partnership with the IBD, RIA and Wirehouse Wholesalers, along with external sales IODC specialists and the internal sales teams to grow the firms Defined Contribution assets under management.

The RS will be expected to help develop, grow and expand the role of PGIM mutual funds, CITs and other investment products within the database of registered representatives conducting Defined Contribution business within the geographic territory. They are expected to grow sales and improve retention of assets under management through investment product promotion and customer service through financial advisors.

Your Impact:


  • Provide a broad range of value-added investment solutions by proactive communications with financial intermediaries.


  • Clearly articulate, understand and present the PGIM mutual fund product lines to generate sales and activity.


  • Attain and/or exceed sales goals as set forth by management for the assigned territory and/or branches.


  • Grow Defined Contribution sales production of assigned financial advisors, branches and firms through proactive calling efforts and use of web meeting tools.


  • Meet or exceed productivity expectations as set forth by management.


  • Provide timely follow-up, sales progress and support to Financial Advisors who have generated an Investment Review or other specific Defined Contribution sales tools


Qualifications:


  • 5+ years of financial services experience in a sales capacity


  • Bachelors degree preferred


  • Computer competency in Word, Excel, PowerPoint and other programs such as Morning Star, Lipper, etc.


  • Demonstrated strong communication and interpersonal skills with the ability to work in a team environment


  • Proven telephone and internet sales skills


  • Excellent organizational skills, highly motivated, professional manner, ability to manage a territory, a desire to succeed and grow with the firm.


  • Strong desire to specialize in the Defined Contribution marketplace and continue to grow their expertise in Defined Contribution issues and strategies.


  • Licenses - FINRA Series 7 and 63 required


  • Insurance Licensing will be required within 120 days of hire


Our Culture:

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 www.prudential.com 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.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at staffingagencies@prudential.com for more information about doing business with Prudential.

PEOPLE WITH DISABILITIES:
If you need an accommodation to complete the application process, which may include an assessment, please email accommodations.hw@prudential.com.

Please note that the above email is solely for individuals with disabilities requesting an accommodation.  If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.





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