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Prudential Financial

Sells life insurance, annuities and investments

GI Premier Accounts Executive

Account ManagementConfirmed live in the last 24 hours
Full-timeScottsdale, AZ, USANo salary listed

About the Job

Requirements

  • An active Life and Health Insurance license, or the ability to obtain one within 30 days of hire.
  • Must live in the territory footprint.
  • Minimum 30% travel is required.

Responsibilities

  • Manage assigned customer accounts and develop customer-specific business plans to identify opportunities to retain and profitably grow business and strengthen relationships.
  • Build and maintain cooperative relationships with clients, brokers, and internal business partners to implement new business, address service inquiries, and provide consultative support.
  • Present the financial components of re-rates and provide clients with premium and claim comparison analysis for participating and non-participating employees.
  • Collaborate with Premier Sales Executives and the Regional Account Director to identify growth opportunities, coordinate enrollment and support services, and manage accounts of 500–5,000 lives.
  • Partner with internal functional teams to help win new business, participate in finalist meetings, implement new business, and provide consultative support to brokers and customers, including at stewardship meetings.
  • Participate in special projects, serve as a resource for new hires during their first six months, and provide backup for other team members.
  • Provide ongoing coaching and mentoring to peers.
  • Update reporting source systems.

Desired Qualifications

  • Demonstrated success servicing multiple small to medium financial or insurance accounts.
  • Three or more years of relevant Group Insurance experience.
  • Ability to work independently and deliver timely results, develop and grow relationships, and maintain targeted retention rates.
  • Experience partnering with consultants, brokerage firms, or third-party administrators.
  • Written and verbal communication and presentation skills.
  • Organization and time management skills.
  • Knowledge of group insurance products and services.

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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