Internal Wholesaler- Investments/Mutual Funds (Newark, NJ)

    • Newark, NJ

PGIM Investments is dedicated to helping clients solve their toughest investment challenges-whether it's capital growth, reliable income, or protection from market volatility and other risks. As part of PGIM, the global investment management business of Prudential Financial, PGIM Investments is the manufacturer and distributor of retail mutual funds sold primarily through third-party distribution channels. The products and strategies we create are managed by PGIM, which is Prudential's asset management organization. Prudential has become recognized as a leading provider of investment solutions for institutional and retail clients. Our reputation for financial strength, investment talent, risk management, and thought leadership has led to rapid growth.

The primary role of the Internal Wholesaler is to drive sales and build relationships with Financial Professionals selling PGIM Investments, Mutual Funds and Managed Accounts. The Internal Wholesaler must achieve and maintain a expert knowledge of the PGIM Investments product line and the Mutual Fund Industry.

This entails proficiency with various forms of communications including but not limited to;

  • 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



Qualifications:
  • 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 180 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
  • Bachelors Degree preferred in business or related field
  • Minimal travel


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