External Wholesaler – Independent Broker Dealer Channel

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

📋 Description

• Represent PGIM Global Wealth products and vehicles, which include mutual funds, ETFs, SMAs, alternative investments, and CITs.

• Engage in sales across retail and retirement platforms targeting investment professionals within the territory.

• Generate net new assets for the firm.

• Provide services to the existing client base among wirehouses, regional broker dealers, and RIA aggregator firms.

• Differentiate investment strategies while offering technical information.

• Clearly communicate product benefits in comparison to competitors.

• Exhibit expert knowledge of asset allocation, portfolio construction, capital markets, and industry-related topics.

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

• Communicate effectively one-on-one, electronically, and through presentations to financial professionals.

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

• Manage the territory and travel extensively in the field.

⛳️ Requirements

• A home office is required to be located in one of the major zones within the geographic region.

• Must have access to a major airport servicing the respective states.

• Excellent communication skills are essential.

• Self-motivated with proven territory management and sales capabilities.

• Ability to pursue objectives with a degree of autonomy.

• 5-7 years of experience in the asset management distribution industry is required.

• 3-5 years of direct sales experience to financial intermediaries is necessary.

• Must be able to travel extensively in the field, approximately 80% of the time.

• A Series 7 license is mandatory.

• A Series 63 or 65 license is required.

🏝️ Benefits

• Competitive base salaries in the market.

• Potential for yearly bonuses.

• Comprehensive medical, dental, vision, life, and disability insurance.

• Paid Time Off (PTO).

• Parental and military leave options.

• 401(k) plan with company matching contributions (up to 4%).

• Company-funded pension plan.

• Wellness Programs offering up to $1,600 annually for reimbursement of personal wellbeing-related expenditures.

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

• Education Benefits for approved traditional college enrollment and accredited certificate programs.

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

• Eligibility for discretionary annual incentive programs.