External Wholesaler – Independent Broker Dealer Channel

This is a fully remote position, open to applicants in Iowa, +2 more states.

📋 Description

• Represent all PGIM Global Wealth products and investment vehicles, including mutual funds, ETFs, SMAs, alternative investments, and CITs.

• Distribute investment products across retail and retirement platforms to investment professionals.

• Generate net new assets for the firm.

• Serve the existing client base across wirehouses, regional broker-dealers, and RIA aggregator firms.

• Differentiate investment strategies and deliver technical information compared to competitors.

• Clearly articulate product and investment advantages.

• Achieve specific sales targets across investment products, vehicles, and firms.

• Communicate through one-on-one interactions, electronically, and via group presentations to financial professionals.

• Manage the assigned territory and independently drive sales objectives.

• Collaborate with internal and external business partners to align resources with sales results.

• Travel extensively throughout the designated field territory.

⛳️ Requirements

• 5–7 years of experience in the asset management distribution sector.

• 3–5 years of direct sales experience to financial intermediaries.

• Proven skills in territory management and sales.

• Ability to autonomously drive objectives.

• Excellent communication and presentation abilities.

• Self-motivated, organized, structured, and disciplined in sales systems and processes.

• Expert-level knowledge of asset allocation, portfolio construction, capital markets, and relevant industry topics.

• Required Series 7 license.

• Required Series 63 or Series 65 license.

• Willingness to travel extensively in the field, approximately 80% of the time.

• Home office must be located in one of the major zones within the geographic region.

• Access to a major airport serving the respective states.

• Expected to be based in the Missouri and Iowa region.

🏝️ Benefits

• Market competitive base salaries.

• Yearly bonus potential.

• Medical, dental, and vision insurance.

• Life insurance.

• Disability insurance.

• Paid Time Off (PTO).

• 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 reimbursement for personal wellbeing items.

• Work/Life Resources covering parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.

• Education Benefit for approved college degrees and accredited certificate programs.

• Employee Stock Purchase Plan allowing shares to be purchased at 85% of the lower of two prices.

• Discretionary annual incentive program eligibility.

• Home-office-based work arrangement.

• Extensive travel opportunities.