Note: The job is a remote job and is open to candidates in USA. 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.
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
Skills
- 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
- 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 Overview
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. It was founded in 1875, and is headquartered in Newark, New Jersey, USA, with a workforce of 1001-5000 employees. Its website is https://www.pgim.com.
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