PGIM Investments - External Wholesaler (Wisconsin) at Prudential Ins Co of America

Posted in Finance 13 days ago.

Type: Full-Time
Location: Appleton, Wisconsin





Job Description:

Job Classification:

Sales - Sales

A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE

As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in a constantly evolving world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers! If you’re not afraid to think differently, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today.

At PGIM, You Can!

What you will do

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.

This person will engage advisors/teams in several relationship building activities. These activities include: providing information on the products they represent, demonstrating knowledge of the competitive landscape, financial markets and industry related topics. This role will 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 management including


  • 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

  • Manage quarterly business plans for their region around meeting specific objectives.

What you will bring


  • The candidate must be motivated with territory management and selling skills, and the ability to drive to objectives autonomously.

  • The candidate should have 5-7 years of proven 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.

What we offer you


  • Medical, dental, vision, life insurance and PTO (Paid Time Off)

  • Retirement plans:401(k) plan with generous company match (up to 4%) and Company-funded pension plan

  • Wellness Programs to help you achieve your wellbeing goals, 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 health, and career development.

  • Tuition Assistance to help finance traditional college enrollment, approved degrees, many accredited certificate programs, and industry designations.

* To find out more about our Total Reward package, see our Total Rewards Brochure. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.

About PGIM Investments

PGIM Investments is a diversified distributor of asset management capabilities, with over 100 actively managed funds globally. We are committed to helping clients address their toughest investment challenges and base the foundation of our investment strategy around collaboration and innovation. Our leadership team encourages innovative ideas, challenging the status-quo, and developing talent for long-term success. 

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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