External Wholesaler – Independent Broker Dealer Channel
Remote / Online - Candidates ideally in
Iowa, Calcasieu Parish, Louisiana, 70647, USA
Listed on 2026-09-12
Iowa, Calcasieu Parish, Louisiana, 70647, USA
Listing for:
Jobtailor
Contract, Remote/Work from Home
position Listed on 2026-09-12
Job specializations:
-
Sales
Outside / Field Sales, Financial Sales, Business Development, B2B Sales
Job Description & How to Apply Below
- Represent PGIM Global Wealth products and vehicles, including mutual funds, ETFs, SMAs, alternative investments, and CITs
- Sell across retail and retirement platforms to investment professionals in the assigned territory
- Raise net new assets for the firm
- Service the existing client base across wirehouses, regional broker-dealers, and RIA aggregator firms
- Differentiate investment strategies and provide technical information
- Articulate product benefits relative to competitors
- Meet specific sales targets across investment products, vehicles, and firms
- Communicate with and present to financial professionals
- Manage sales systems and processes in a disciplined manner
- Work with internal and external business partners to align resources with expected sales outcomes
- Manage the Missouri and Iowa territory and travel extensively in the field
Requirements
- Based in the Missouri and Iowa region, with a home office in a major zone within the geographic region
- Access to a major airport serving the respective states
- 5–7 years of experience in the asset management distribution industry
- 3–5 years of sales experience directly to financial intermediaries
- Approximately 80% field travel required
- Required Series 7 license
- Required Series 63 or 65 license
- Self-motivated with successful territory management and selling skills
- Ability to drive objectives relatively autonomously
- Strong communication skills, including one-on-one, electronic, and group presentations
- Well organized, structured, and disciplined in sales systems and processes
- Expert-level understanding of asset allocation, portfolio construction, capital markets, and industry-related topics
Core Competencies
Demonstrates expertise in asset management distribution, with a strong focus on territory management, sales strategy execution, and client relationship building. Proficient in articulating product benefits and differentiating investment strategies to financial professionals.
Highest-signal resume keywords
- Asset Management Distribution
- Sales Experience to Financial Intermediaries
- Series 7 License
- Series 63 or 65 License
- Territory Management
ATS Optimization Keywords
Hard Skills
- Asset Allocation
- Portfolio Construction
- Capital Markets Knowledge
- Sales Target Achievement
- Investment Strategy Differentiation
Soft Skills
- Strong Communication Skills
- Self-Motivated
- Well Organized
- Disciplined in Sales Processes
Certifications & Qualifications
- Series 7 License
- Series 63 License
- Series 65 License
Industry Keywords
- Mutual Funds
- ETFs
- SMAs
- Alternative Investments
- CITs
- Wirehouses
- Regional Broker-Dealers
- RIA Aggregator Firms
Tools & Technologies
- Sales Systems Management
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