Full-Time

IMO Internal Sales Lead

Posted on 11/21/2024

Prudential Financial

Prudential Financial

10,001+ employees

Provides insurance, investment, and retirement solutions

Fintech
Financial Services

Mid

Remote in USA + 2 more

More locations: Newark, NJ, USA | Shelton, CT, USA

Includes virtual offices in Pennsylvania, New Jersey, and Connecticut.

Category
Inside Sales
Sales & Account Management
Required Skills
Sales
Requirements
  • Entrepreneurial spirit and drive; willingness and ability to operate in fast pace and, at time, ambiguous environment
  • Experience in the Financial Services industry with knowledge of and direct experience with retail and institutional annuities.
  • 5-7 years of financial services sales experience within the IMO channel
  • Bachelor's Degree, or equivalent work experience
  • Demonstrated knowledge of annuities and related concepts
  • Excellent telephone communication skills
  • FINRA Series 6, 63 (or 7, 66) and State Insurance license required
  • Flexibility, tactfulness, and a desire to continuously improve
  • Adept at navigating ambiguous situations, demonstrating resilience, and operating in the "grey."
  • 25-35% travel required
Responsibilities
  • Become the go-to sales associate for providing expert insight and product information to your network of IMO Marketers & financial professionals so they can effectively position Prudential solutions to their customers
  • Drive sales and increase product market share through phone/ field activity and in-person meetings where appropriate
  • Work alongside Prudential Sales Leadership Executives as well as the Prudential IMO Product team to help identify trends and influence product design and strategy
  • Work across Prudential annuity and life enterprise to uncover additional IMO sales and partnership opportunities
  • Grow, develop and manage your own territory’s activities and profitability through sales execution, marketing campaigns, business plans, and customer relationship management
  • Utilize telephone and web technologies to cultivate relationships with your clients by answering their questions, proactively engaging them in new opportunities, and becoming a trusted business partner
  • Foster peace of mind and stability by helping people find tangible solutions to their real-world financial needs
  • Leverage existing relationships within the IMO space to introduce to Prudential products and value add offerings

Prudential Financial provides a variety of financial services, including insurance, investment management, and retirement planning. Their products help individuals and institutions achieve financial security and growth. Prudential offers life insurance, annuities, mutual funds, pension services, and asset management. The company generates revenue through premiums, fees, and investment income. What sets Prudential apart from its competitors is its focus on building long-term relationships with clients and offering comprehensive financial planning to ensure they are prepared for the future.

Company Stage

IPO

Total Funding

N/A

Headquarters

Newark, United Kingdom

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Prudential's leadership in the financial services industry is reinforced by its strategic investments and acquisitions, which can lead to enhanced growth opportunities.
  • The company's recognition as a top company for executive women highlights its commitment to diversity and inclusion, potentially attracting top talent.
  • Prudential's focus on outcome-based work and strategic workforce management can lead to increased productivity and employee satisfaction.

What critics are saying

  • The financial services industry is highly competitive, and Prudential must continuously innovate to maintain its market position.
  • Economic downturns or changes in regulatory environments could impact Prudential's revenue streams from premiums, fees, and investment income.

What makes Prudential Financial unique

  • Prudential Financial's global reach and comprehensive suite of financial services, including insurance, investment management, and retirement planning, set it apart from competitors who may focus on narrower market segments.
  • The company's focus on long-term relationships and comprehensive financial planning ensures a personalized approach that is often lacking in more transactional financial service providers.
  • Prudential's strategic investments, such as its stake in Qianhai Re and leadership in funding rounds like FIDx, demonstrate its commitment to innovation and market expansion.

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