Prudential Financial

Account Executive

Prudential Financial

full-time

Posted on:

Location Type: Hybrid

Location: Hartford • Connecticut • United States

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About the role

  • Meeting with assigned BGA partners and working directly with their Point-of-Sale wholesalers to support their marketing efforts within Institutions.
  • 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

Requirements

  • 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
  • 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.
Benefits
  • 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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Life Insurance ProductsUniversal LifeVariable LifeSurvivorshipTerm InsuranceGuaranteed ProductsPolicy BenefitsAdministrationSales TrainingMarketing
Soft skills
Presentation SkillsCommunication SkillsTime ManagementNegotiation SkillsInfluencing SkillsLeadership SkillsAssertivenessProblem SolvingCoordinationCustomer Service
Certifications
FINRA Series 6FINRA Series 7FINRA Series 63