Prudential plc · 2 months ago
Portfolio Overlay Consultant
Newark, NJ
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expPrudential is a global organization focused on retirement security and innovative growth strategies. The Portfolio Overlay Consultant will play a key role in driving sales and providing support to wealth management advisors, helping them incorporate Portfolio Overlays and insurance-backed strategies into their practices.
Asset ManagementConsultingFinancial ServicesHealth CareInsurance
Responsibilities
Provide guidance and sales support for wealth management advisors to incorporate Portfolio Overlays and other insurance backed strategies in their practice
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
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 plc
We are Prudential. For Every Life, For Every Future.
Founded in 1848Central, Hong Kong Island, HKG
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Thomas W Myers, CLU, ChFC
Chief Executive Officer
Recent News
2025-12-04
Company data provided by crunchbase