PGIM Investments - Regional Director IBD Florida
Company: Prudential Annuities Distributors (PAD)
Location: Newark
Posted on: November 13, 2024
Job Description:
PGIM Investments - Regional Director IBD FloridaJob
Classification:Sales - SalesWhat you will doThe External Wholesaler
is responsible for representing PGIM through retail investment
vehicles (mutual funds, separate accounts & 401(k) platforms) to
investment professionals and partner firm product coordinators.The
External Wholesaler will engage advisors/teams in several
relationship building activities. These activities include:
providing technical information on the products they represent,
demonstrating a strong knowledge of the competitive landscape,
financial markets and industry related topics. The External
Wholesaler would also act as a consultant in the areas of practice
management and portfolio construction.In field responsibilities are
to drive Prudential Investments separate account and mutual fund
sales and improve retention of PGIM assets under management
including
- Representing Prudential Investments mutual funds and separate
accounts to advisors knowledgeably and effectively so that advisors
can clearly identify the benefits of the products relative to its
competitors.
- Sharing business building ideas and strategies with financial
advisors.
- Providing expert perspective in client meetings.
- Providing technical information to advisors.
- Offering and coordinating client marketing assistance to
advisors (i.e., client and prospect seminars).
- Working closely with other business partners to align
activities and plans for the given region and its advisors.
- Develop collaborative quarterly business plans for their region
around meeting each of the above objectives.What you will bring
- The candidate must be motivated with strong territory
management and selling skills, and the ability to drive to his/her
objectives relatively autonomously.
- The candidate should have 5-7 years of experience in the
Investments industry, and 3-5 years of wholesaling experience.
- The candidate will be required to travel extensively in the
field, approximately 90% of the time.
- Required licenses: Series 7 and Series 63 or 65.What we offer
you
- Medical, dental, vision, life insurance and PTO (Paid Time
Off).
- Retirement plans: 401(k) plan with generous company match (up
to 4%) and Company-funded pension plan.
- Wellness Programs to help you achieve your wellbeing goals,
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 health, and career development.
- Tuition Assistance to help finance traditional college
enrollment, approved degrees, many accredited certificate programs,
and industry designations.About PGIM InvestmentsPGIM Investments is
a diversified distributor of asset management capabilities, with
over 100 actively managed funds globally. We are dedicated to
helping clients tackle their toughest investment challenges and
base the foundation of our investment strategy around collaboration
and innovation.A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTUREAs
the Global Asset Management business of Prudential, we're always
looking for ways to improve financial services. We're passionate
about making a meaningful impact - touching the lives of millions
and solving financial challenges in an ever-changing world.At PGIM,
You Can!
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Keywords: Prudential Annuities Distributors (PAD), Norwalk , PGIM Investments - Regional Director IBD Florida, Executive , Newark, Connecticut
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