Customer Financial Management Specialist ensuring financial stability and managing accounts at Blue Cross Blue Shield of Massachusetts. Interacting with clients and making recommendations based on financial trends.
About the role
- External Wholesaler managing PGIM investment products across North Texas, Oklahoma, and Arkansas. Responsible for raising assets, servicing clients, and demonstrating investment strategy expertise.
Responsibilities
- Coverage of North Texas to include Oklahoma and Arkansas.
- Representing all PGIM investment products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s.
- Raising net new assets for the firm and servicing the firm's existing client base across Wirehouses, Regional Broker Dealers, and RIA Aggregator firms.
- Differentiating investment strategies, providing technical information, and articulating benefits relative to competitors.
- Demonstrating expert level understanding of asset allocation, portfolio construction, capital markets, and industry related topics.
- Working with internal and external business partners to align resources to expected sales outcomes.
Requirements
- 5-7 years of experience in the asset management distribution industry.
- 3-5 years of sales experience directly to financial intermediaries.
- Required licenses: Series 7 and Series 63 or 65.
- Self-motivated with successful territory management and selling skills.
- Ability to drive their objectives relatively autonomously.
Benefits
- Market competitive base salaries, with a yearly bonus potential at every level.
- Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
- 401(k) plan with company match (up to 4%).
- Company-funded pension plan.
- Wellness Programs 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 and mental health, and career development.
- Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
- 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.
- Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
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