3 jobs found in Huntington Station, NY

Job Classification: Sales - Sales Our Role: The Retirement Specialist (RS) will be responsible for the wholesale distribution of PGIM mutual funds primarily via the telephone, zoom, and other virtual platforms but will include client facing activities through financial advisors and platform wholesalers in specifically assigned geographic territories. The RS will work in partnership with the IBD, RIA and Wirehouse Wholesalers, along with external sales IODC specialists and the internal sales teams to grow the firms Defined Contribution assets under management. The RS will be expected to help develop, grow and expand the role of PGIM mutual funds, CITs and other investment products within the database of registered representatives conducting Defined Contribution business within the geographic territory. They are expected to grow sales and improve retention of assets under management through investment product promotion and customer service through financial advisors.   What...

Job Classification: Sales - Sales What you will do The primary role of the Internal Wholesaler is to drive sales and build relationships with Financial Professionals selling PGIM Global Wealth Mutual Funds and Managed Accounts. The Internal Wholesaler must achieve and maintain an expert knowledge of the PGIM Global Wealth product line and the Mutual Fund Industry. What you can expect: 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 What you will bring 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...

Work Flexibility: Field-based As a Clinical Specialist you will deliver pre-sale and post-sale product education, provide clinical insights and expertise for competitive scenarios, and deliver clinical excellence to our customers across a defined territory.   You will maintain a high level of industry and product knowledge to identify changes in clinical standards and competitive issues, medical and scientific information with accuracy to our sales and marketing teams. What you will do: Deliver on the goals and metrics for accounts within assigned geography Support sales and develop sales support strategy to promote excellence with our customers Support internal and external education on process, tool optimization, and utilization in collaboration with internal stakeholders Uncover relevant clinical trends and assist with reporting competitive and market insights back to the team Driving utilization of key metrics and measurement tools to be used for evaluations...