Annuities Internal Wholesaler jobs in United States
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PGIM · 1 month ago

Annuities Internal Wholesaler

PGIM, part of Prudential’s Global Retirement Income team, is seeking an Internal Wholesaler to provide retirement income solutions and support to clients. The role involves managing territory profitability through sales execution and developing relationships with financial professionals in the independent broker dealer channel.

Asset Management
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Culture & Values

Responsibilities

Serve as the ‘go-to’ person for providing expert insight and product information to your network of financial professionals in the independent broker dealer channel so they can effectively offer Prudential solutions to their customers
Grow, develop, and manage your own territory’s profitability through sales execution, marketing campaigns, business plans, and customer relationship management
Utilize telephone and virtual technologies to cultivate relationships with your clients by answering their questions, proactively engaging them in new opportunities, and becoming a true business partner
Foster peace of mind and stability by helping individuals find tangible solutions to their real-world financial needs

Qualification

Financial Services salesAnnuities knowledgeFINRA Series 6State Insurance licenseRelationship building

Required

Financial Services experience required
Ability to drive results and increase presence and market share
Demonstrated knowledge of annuities and related concepts
FINRA Series 6, 63 (or 7, 66) and State Insurance license required

Preferred

3-5 years of Financial Services sales experience preferred
Internal sales experience preferred
Experience with independent broker dealers is a plus
Appetite for understanding market trends impacting the business with a desire to seek continuous improvement
Ability to build and maintain strong business relationships

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

PGIM is a money manager whose clients rely on their risk management expertise, intellectual capital, and innovative solutions. It is a sub-organization of Prudential Financial.

Funding

Current Stage
Late Stage

Leadership Team

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Jakob Wilhelmus
Director, Thematic Research
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Company data provided by crunchbase