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Prudential Financial · 3 weeks ago

Portfolio Overlay Consultant

Newark, NJ

Full-time

Hybrid

Senior Level, Lead/Staff

10+ years exp

Prudential Financial is a leading company in retirement security, focusing on innovative growth strategies. The Portfolio Overlay Consultant will play a key role in driving sales and providing support for wealth management advisors, focusing on incorporating Portfolio Overlays and insurance-backed strategies into their practices.

Asset ManagementFinanceFinancial ExchangesFinancial ServicesHealth CareInsuranceRetirement

Responsibilities

Provide guidance and sales support for wealth management advisors to incorporate Portfolio Overlays and other insurance backed strategies in their practice

Advisor Coverage: Independent RIA’s that support retail clients

Advisory focused Broker Dealer affiliated advisors for Portfolio Overlays and other insurance backed solutions

Deliver industry-leading sales support for advisors within our chosen distribution partners - Including product training & education, needs assessment, solution alignment and case management support

Demonstrate a deep acumen in the retirement marketplace including competitive solutions, platform landscape and overall trends to serve as a consultative partner to advisors

Demonstrate an expertise in wealthtech technology solutions including financial planning platforms, middleware and asset management platforms

Be a vocal leader who brings the outside in. Make it a daily priority to bolster and enhance the learning agenda of the Retirement Strategies organization. Encourage actionable feedback from advisors, clients and fintech partners and ensure it is being heard

Partner with product, service, marketing and distribution to optimize the experience for advisors doing business. Build effective internal relationships to support external needs. Find process improvements and opportunities for greater efficiency

Qualification

CFPRICPFINRA Series 6Wealth Management ExpertiseIndustry Technology PlatformsConsultative Sales ProcessCRMBI ToolsAdaptabilityCommunication SkillsTeam Collaboration

Required

FINRA Series 6, 63 (or 7, 66) and State Insurance license required

Deep knowledge of industry technology platforms such as financial planning, asset management

Ability to facilitate consultative sales process, understanding customer needs and broader landscape of solutions to serve as a valued product and not solely product provider

Adaptability to quickly pivot between different types of firms (BD vs RIA), as well as platform partners. Ability to cater messaging and approach to different relationship structures

Proficiency in using analytics, CRM and BI tools to target sales opportunities, track results and adjust in-market

10+ Years of Wealth Management Expertise, preferably with advisory and fee-based experience as well

Preferred

CFP or RICP 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

Prudential Financial

Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits. It is a sub-organization of Prudential Financial.

Founded in 1875

Newark, New Jersey, USA

10001+ employees