Hybrid External Wholesaler – Wire Channel

at Prudential Financial

• Job title: External Wholesaler – Wire Channel
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Dallas, United States

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.