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Prudential Financial

Sells life insurance, annuities and investments

Annuities Internal Wholesaler - IMO

Account ManagementPosted on Nov 10
Full-timeNo salary listed

About the Job

Requirements

  • At least one year of proactive internal wholesaling experience, including responsibility for an assigned territory, geographic footprint, or account relationships, rather than primarily inbound or reactive sales support.
  • Annuity sales experience with working knowledge of Fixed Indexed Annuities, including an understanding of key product features and the competitive annuity marketplace.
  • Demonstrated experience proactively developing relationships with financial professionals, advisors, agents, or producers.
  • Demonstrated success working toward measurable business and sales goals.
  • Ability to manage multiple aspects of a territory, including producer engagement, new business activity, marketing initiatives, and events.
  • Strong communication, relationship-building, and organizational skills.
  • FINRA Series 6 or 7, Series 63, and applicable state insurance license are required.

Responsibilities

  • Build and deepen relationships with financial professionals, independent agents, and producers across an assigned territory, serving as a knowledgeable resource on the company's annuity solutions.
  • Partner with the Regional Vice President to develop and execute territory strategies, identify sales opportunities, and support broader account-level relationships.
  • Use knowledge of Fixed Indexed Annuities to help financial professionals understand key product features, positioning, and the competitive annuity landscape.
  • Lead and support digital marketing, virtual events, and other sales initiatives to increase engagement and drive business across assigned relationships.
  • Take an active lead in the new business process, partnering with the dedicated new business case manager assigned to the territory to provide personalized support and help move business from submission through completion.
  • Develop broader wholesaling and account-management capabilities through partnership and field exposure with Regional Vice Presidents and participation in larger-scale sales and firm initiatives.

Desired Qualifications

  • Experience working within or supporting the IMO and/or FMO distribution channels.
  • Experience working specifically in the Fixed Indexed Annuity space.

About the Company

Prudential Financial

Sells life insurance, annuities and investments

Prudential Financial sells life insurance, annuities and retirement plans to individuals and employers in the United States and Japan, and it invests money for institutional investors through PGIM, its asset management arm. PGIM brings together specialist firms, including stock picker Jennison Associates and separate units for bonds, quantitative strategies, real estate and private credit. Prudential earns insurance premiums, collects investment returns on the premiums it holds until claims and payouts come due, and charges fees on the assets PGIM manages. The company was founded in 1875 to sell burial insurance and is headquartered in Newark, New Jersey.

Company size
10,001+
Company stage
IPO
Headquarters
Newark, NJ
Founded
1875

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