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Prudential Financial

Sells life insurance, annuities and investments

External Wholesaler for RIA

Asset ManagementConfirmed live in the last 24 hours
Full-timeNo salary listedRemote

About the Job

Requirements

  • The candidate must be motivated, have successful territory management and selling skills, and be able to drive objectives relatively autonomously.
  • The candidate should have 5–7 years of experience in the asset management distribution industry and 3–5 years of sales experience directly to financial intermediaries.
  • The candidate must hold Series 7 and Series 63 or 65 licenses.
  • The candidate's home office must be in a major zone within the geographic region with access to a major airport serving the covered states.

Responsibilities

  • Represent PGIM investment vehicles, including mutual funds, exchange-traded funds, collective investment trusts, institutional and retail separately managed accounts, limited partnerships, and 401(k) platforms, to investment professionals in the territory.
  • Engage senior partners, chief investment officers, directors of research, research analysts, financial advisors, and consultants at independent registered investment advisors, independent trust companies, family offices, and small- to mid-size endowments and foundations.
  • Provide technical product information and demonstrate understanding of the competitive landscape, portfolio construction, capital markets, and industry-related topics.
  • Clearly differentiate the investment strategies and articulate their benefits relative to competitors.
  • Provide technical information to advisors and investment committee members at registered investment advisors.
  • Find creative ways to gain access for PGIM products to registered investment advisor firms unfamiliar with PGIM Global Wealth.
  • Work with other business partners to align activities and plans for the region and registered investment advisor firms.
  • Design collaborative quarterly business plans for the region to achieve the stated objectives.
  • Travel extensively in the field, approximately 75% of the time.

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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