Field Sales & Training Wholesaler

Job Classification:

At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading financial services institutions!

Job Description:
We are currently seeking three dedicated Territorial Wholesalers to drive sales across our Eastern, Central, and Western territories in Prudential Advisors. The successful candidates will support our External RVPs and play a critical role in the growth of our company by conducting various sales activities, providing field training, assisting with onboarding, profiling, and maintaining strong partnerships and communication.

Responsibilities:
1.    Sales Initiatives: Oversee various sales activities generated from either the advisor’s "Book of Business" or Prospects. Activities include:
•    Policy reviews, focusing on gathering and including non-PRU policies.
•    Conducting mirrored loans reviews.
•    Reviewing TERM Policy Conversions, including end-dates.
•    High-value LEADS Reviews.
•    Handing off cases greater than $10,000 to the RVP.

2.    Field Sales Coaching: Deliver coaching in:
•    The ’How to Do Life Series’, which includes eSubmission, underwriting, field underwriting, and navigation of the life process.
•    The ’Life Strategies Series’, focusing on product and core sales strategies, and identifying opportunities.

3.    Field Training: Provide comprehensive training to both new and existing team members covering:
•    Product details and specifications.
•    Sales concepts and strategies, pru-designs, and more.
•    eSubmission processes.
•    Utilization of Life Insights.

4.    Onboarding: Facilitate the onboarding process for new team members by:
•    Introducing them to the team.
•    Assisting with the discovery process.
•    Establishing a support model.
•    Conducting a virtual milk run.

5.    Uncover life insurance opportunities: Teach new and existing team members effective profiling techniques and facilitate handoff processes.

6.    Partnership and Communication: Maintain strong relationships and open lines of communication with RVPs and IWs.

Ideal candidates will have a robust sales background, excellent communication skills, and a passion for coaching and training others. The ability to work independently and collaboratively is crucial. 
 

What you’ll need:

• Wholesaling experience, preferably in Life products
• Knowledge of the Life Insurance business, including an understanding of the sales process and the dynamics of selling Life Insurance products
• Ability to drive sales objectives
• Excellent communication skills
• Ability to build and maintain strong business relationships
• Current Life and variable licenses in resident state and all states within territory
• FINRA Series 6 (or 7) and 63 licenses required
• Travel is required

Ideally, candidates will have a robust sales background, excellent communication skills, and a passion for coaching and training others. The ability to work independently and collaboratively is crucial.

What we offer you:

• Market competitive base salaries, with a yearly bonus potential at every level
• Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave
• Retirement plans:
• 401(k) plan with company match (up to 4%)
• Company-funded pension plan
• Wellness Programs to help you achieve your wellbeing goals, 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.
• Tuition Assistance to help finance traditional college enrollment toward obtaining an approved degree, many accredited certificate programs, and industry designations.
• 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.

To find out more about our Total Reward package, see our Total Rewards Brochure. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.