PGIM · 11 hours ago
PGIM Global Wealth - Retirement Specialist
Newark, NJ
Full-time
Onsite
Mid Level
$75K/yr - $75K/yr
3+ years expPGIM is a diversified distributor of asset management capabilities, and they are seeking a Retirement Specialist to manage the wholesale distribution of mutual funds and investment products. The role involves proactive communication with financial intermediaries, growing sales, and improving retention of assets under management.
Asset Management
Responsibilities
Provide a broad range of value-added investment solutions by proactive communications with financial intermediaries
Clearly articulate, understand and present the PGIM mutual fund product lines to generate sales and activity
Attain and/or exceed sales goals as set forth by management for the assigned territory and/or branches
Grow Defined Contribution sales production of assigned financial advisors, branches and firms through proactive calling efforts and use of web meeting tools
Meet or exceed productivity expectations as set forth by management
Provide timely follow-up, sales progress and support to Financial Advisors who have generated an Investment Review or other specific Defined Contribution sales tools
Qualification
Required
3+ years of financial services experience in a sales capacity
Licenses - FINRA Series 7 and 63 required
Insurance Licensing will be required within 120 days of hire
Computer competency in Word, Excel, PowerPoint and other programs such as Morning Star, Lipper, etc
Demonstrated strong communication and interpersonal skills with the ability to work in a team environment
Proven telephone and internet sales skills
Excellent organizational skills, highly motivated, professional manner, ability to manage a territory, a desire to succeed and grow with the firm
Strong desire to specialize in the Defined Contribution marketplace and continue to grow their expertise in Defined Contribution issues and strategies
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
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.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jakob Wilhelmus
Director, Thematic Research
Recent News
Private Equity Wire
2026-01-23
2026-01-22
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