PGIM Investments - Regional Director IBD Florida
Job Classification:
Sales - Sales
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.
The External Wholesaler will engage advisors/teams in several relationship building activities. These activities include: providing technical information on the products they represent, demonstrating a strong knowledge of the competitive landscape, financial markets and industry related topics. The External Wholesaler would also 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.
- Develop collaborative quarterly business plans for their region around meeting each of the above objectives.
What you will bring
- The candidate must be motivated with strong territory management and selling skills, and the ability to drive to his/her objectives relatively autonomously.
- The candidate should have 5-7 years of 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.
About PGIM Investments
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.
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 an ever-changing world.
At PGIM, You Can!
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