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PGIM · 4 days ago

PGIM Global Wealth - Internal Wholesaler

United States

Full-time

Remote

Entry Level

$60K/yr - $80K/yr

1+ years exp

PGIM is dedicated to helping clients solve their toughest investment challenges, and they are seeking an Internal Wholesaler to drive sales and build relationships with Financial Professionals. The role involves developing relationships, communicating through various channels, and maintaining knowledge of PGIM Global Wealth products.

Asset Management

Culture & Values

Responsibilities

Developing relationships with Financial Professionals through outbound calls

Communicating with Financial Professionals through letters and email

Handling special projects as assigned within Desk

Attending various sales meetings and training sessions

Maintenance of PC based contact management system

Responding to inbound Product and Sales calls

Qualification

FINRA series 7 licenseFINRA series 63Financial Industry experienceBachelor’s Degree in financeTeamworkCommunication skillsIndependent work

Required

FINRA series 7 license is required for this position. Candidates with a FINRA series 6 will be considered but must obtain the series 7 within 90 days of hire

FINRA series 63 or 66 is required for this position and must be obtained within 30 days of hire

A valid resident state insurance license is required and must be obtained within 60 days of hire

Minimum of 1-2 years of Financial Industry experience in a sales capacity with Mutual Funds and/or Managed Accounts

Ability to work well independently and within a team

Bachelor's Degree required

Preferred

Bachelor's Degree with major in finance or related field preferred

Benefits

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.

Company

PGIM

Glassdoor4.2

PGIM is a money manager whose clients rely on their risk management expertise, intellectual capital, and innovative solutions. It is a sub-organization of Prudential Financial.

Founded in 1875

Newark, New Jersey, USA

1001-5000 employees