Account Executive
Prudential FinancialAbout the role
Job Classification:
Sales - SalesAt 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!
This individual will be part of the team responsible for facilitating Prudential life insurance product sales between Prudential and Brokerage General Agencies (BGAs) serving the Institutional Sales Channel (primarily Banks, Wirehouse and Independent Broker Dealers. This position will report directly to the Divisional Vice President.
The current EWA for this position is Fully Virtual. While this position does not require your on-site presence on a regular basis, depending on business preferences, there may be occasions where you are required to be on-site at a Prudential office.
What you can expect:
Meeting with assigned BGA partners and working directly with their Point-of-Sale wholesalers to support their marketing efforts within Institutions. There will be travel between 40-60% of the time
Efficiently coordinate resources (Distribution Support, Sales, and Marketing Support, Internal and External Wholesalers, Advanced Marketing, New Business, Post Issue, Compensation, E-Commerce) to increase production and market penetration within the Institutions
Providing the Institutional account: product knowledge, training, sales ideas, problem solutions, facilitation of valuable communication between the BGA, their wholesalers, the Institutions and our support team, and above all - quality service
Serve as a point of escalation for issues or problems on specific insurance cases and will expedite their resolution
Working closely with Pru National Account Executive's, Regional Vice Presidents, (Wholesalers), etc. and providing input in the creation of the overall Institutional plan and implement these business plans successfully as it relates to your region and accounts
The individual is expected to travel to visit with targeted point-of-sale wholesalers for our BGA's, conduct meetings and provide training to Institutional producers in support of their marketing efforts
What you’ll need:
FINRA Series 6 or 7 and 63 required
Excellent presentation skills (overall) including basic sales, communication skills (written and verbal), and sales training skills (preferred)
Knowledge of Life Insurance Products Specifically Universal Life, Variable Life, Survivorship, Term, including Guaranteed products and riders, and general policy benefits and administration. This would also include general product competitiveness within each product and market
Proficient time management skills, negotiation skills and ability to influence others - assertiveness is critical
It’d be a plus if you had:
Two years plus experience in marketing or selling life insurance (experience with wirehouses preferred)
Leadership skills to direct and motivate others toward the achievement of objectives.
Ability to understand, develop, and apply management information reporting to find opportunities, support planning, and further deeper relationships with the Institutions.
At Prudential, you can:
Take charge of your career. We equip and empower our employees to expand their skills and experience by using powerful learning, gigs, and job opportunities. We offer a suite of services including 1:1 Career advice, on demand resources and networking to propel your career forward.
We’re a global organization, full of outstandingly dedicated people who aren’t afraid to think differently, challenge the status quo and take sensible risks along the way. You will enjoy pushing boundaries as we build innovative technology that helps clients, customers and employees live their best lives. You will have access to leadership and learning opportunities and the resources needed to take your career in any direction. We will help you do your best work, offering flexibility, while delivering on our Purpose.
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<
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