PGIM Global Wealth - Internal Wholesaler

Overview

Drive sales and build relationships with financial professionals for mutual funds.

Key Responsibilities

• outbound calls
• inbound calls
• contact management
• special projects
• client communication
• sales meetings

Tasks

-Developing relationships with Financial Professionals through outbound calls -Handling special projects as assigned within Desk -Communicating with Financial Professionals through letters and email -Responding to inbound Product and Sales calls -Maintenance of PC based contact management system -Attending various sales meetings and training sessions

Requirements

• series 7
• insurance license
• series 63/66
• teamwork
• sales experience
• finance degree

What You Bring

-FINRA series 7 license is required for this position. Candidates with a FINRA series 6 will be considered but must obtain the series 7 within 90 days of hire -A valid resident state insurance license is required and must be obtained within 60 days of hire -FINRA series 63 or 66 is required for this position and must be obtained within 30 days of hire -Ability to work well independently and within a team -Minimum of 1-2 years of Financial Industry experience in a sales capacity with Mutual Funds and/or Managed Accounts -Bachelor’s Degree required with major in finance or related filed preferred

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Benefits

-Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. -Market competitive base salaries, with a yearly bonus potential at every level. -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. -Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. -401(k) plan with company match (up to 4%). -Company-funded pension plan. -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. -Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.

About Pgim

-Founded as the asset management arm of Prudential Financial, it has grown into one of the world’s largest investment managers. -With a strong presence in over 30 countries, it offers a wide range of investment strategies across equity, fixed income, real estate, and alternative investments. -Its expertise spans from commercial real estate to renewable energy investments, targeting sectors with high growth potential. -It is known for its data-driven approach, leveraging advanced analytics and insights to deliver superior results for its clients. -Its diverse portfolio includes projects in infrastructure, energy, residential and commercial properties, and more. -The real estate division is particularly noted for its global reach, managing significant assets across North America, Europe, and Asia. -The firm is also making significant strides in alternative investments, focusing on private equity, hedge funds, and other non-traditional asset classes. -With a blend of traditional and innovative investment strategies, it delivers tailored solutions designed to meet the needs of institutional investors, pension funds, and individual clients.

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