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Prudential Financial

Sells life insurance, annuities and investments

North American Distribution Associate

Account ManagementConfirmed live in the last 24 hours
Full-timeNewark, NJ, USA$95k - $130kIn-person

About the Job

Requirements

  • Three to five years of experience in asset management.
  • Familiarity with institutional investor types, investment consultants, and the manager search process.
  • Advanced proficiency in Microsoft Excel, Microsoft PowerPoint, and the broader Microsoft Office Suite.
  • Experience with Salesforce or other customer relationship management platforms, and investment databases such as eVestment, Preqin, or With Intelligence.
  • FINRA Series 7, FINRA Series 63, and NFA Series 3 licenses, or willingness to obtain them.
  • Progress toward the Chartered Financial Analyst or Chartered Alternative Investment Analyst designation.
  • A bachelor's degree in Finance, Economics, Accounting, Business, Data Analytics, Statistics, or a related discipline; all majors are considered.
  • Ability to multitask, prioritize competing deadlines, and follow through effectively.

Responsibilities

  • Support senior sales professionals in covering their territories and client segments by fostering relationships, advancing opportunities, and managing day-to-day business activities.
  • Prepare for and attend prospect and client meetings, including coordinating logistics, assisting with meeting books and pitchbooks, and drafting meeting notes and follow-ups.
  • Partner with sales and investment teams to identify prospects and prepare analyses that position PGIM strategies effectively.
  • Respond to client, prospect, and consultant inquiries, including data requests, strategy materials, and search-related information.
  • Coordinate responses to requests for proposals, requests for information, and due diligence questionnaires alongside the RFP, product, marketing, and compliance teams.
  • Conduct research and competitive analysis on institutional investors, consultants, peer managers, asset allocation trends, and industry developments.
  • Maintain accurate Salesforce customer relationship management data by logging call notes, updating opportunities, and contributing to pipeline tracking, business metrics, and reporting.
  • Use sales and research tools including Salesforce, eVestment, Seismic, With Intelligence, FinSearches, Preqin, and other industry databases.
  • Coordinate across Portfolio Management, Product Specialists, Marketing, Consultant Relations, Client Management, Sales Enablement, Legal, and Compliance to deliver accurate, approved materials.
  • Contribute to team initiatives focused on business growth, process improvement, and strategic priorities.

Desired Qualifications

  • Written and verbal communication skills to build relationships and present information clearly to clients, colleagues, and senior management.

About the Company

Prudential Financial

Sells life insurance, annuities and investments

Prudential Financial sells life insurance, annuities and retirement plans to individuals and employers in the United States and Japan, and it invests money for institutional investors through PGIM, its asset management arm. PGIM brings together specialist firms, including stock picker Jennison Associates and separate units for bonds, quantitative strategies, real estate and private credit. Prudential earns insurance premiums, collects investment returns on the premiums it holds until claims and payouts come due, and charges fees on the assets PGIM manages. The company was founded in 1875 to sell burial insurance and is headquartered in Newark, New Jersey.

Company size
10,001+
Company stage
IPO
Headquarters
Newark, NJ
Founded
1875

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