Annuities External Wholesaler, Advisor Channel

This is a fully remote position, open to applicants in New York.

📋 Description

• Formulate and implement a territory sales strategy aimed at enhancing Prudential's fixed and variable annuity production within the designated Advisor channel.

• Establish, strengthen, and maintain relationships with both new and current financial advisors, as well as key distribution partners.

• Deliver presentations on products, market trends, and retirement income that link Prudential's solutions to the needs of advisors and their clients.

• Offer point-of-sale assistance for advisors, positioning annuity solutions within comprehensive retirement planning discussions.

• Utilize knowledge of financial markets, competitive factors, and advisor requirements to pinpoint opportunities and adjust sales priorities accordingly.

• Collaborate with a designated Internal Wholesaler to implement territory strategies, recognize opportunities, and enhance advisor engagement.

• Manage a travel-intensive regional schedule, ensuring consistent follow-up, communication, and adherence to sales protocols.

⛳️ Requirements

• Significant experience in financial services sales.

• Experience in selling annuities, retirement income, or wealth management solutions through advisor distribution channels.

• Familiarity with working alongside financial advisors, registered representatives, or wealth management professionals.

• In-depth knowledge of fixed and variable annuity products, retirement income strategies, and advisor-focused distribution channels.

• Proven track record in developing territory business plans, executing sales strategies, and achieving production outcomes.

• Possession of FINRA Series 6 or 7 and Series 63 registrations.

• Required resident and/or non-resident state insurance licenses as specified by the territory.

• Exceptional communication, presentation, and relationship management skills.

• Willingness and ability to travel extensively within the territory, approximately 80% of the time.

• Bachelor's degree or equivalent professional experience.

🏝️ Benefits

• Competitive base salaries in the market, with annual bonus potential at all levels.

• Medical, dental, vision, life insurance, and disability coverage.

• Paid Time Off (PTO) offered.

• Parental and military leave provisions.

• 401(k) plan with a company match of up to 4%.

• Company-funded pension plan available.

• Wellness Programs that include reimbursement of up to $1,600 annually for personal wellbeing-related purchases.

• Work/Life Resources that cover parenting, housing, senior care, finances, pets, legal issues, education, emotional and mental health, and career development.

• Educational benefits for traditional college enrollment towards approved degrees and accredited certificate programs.

• Employee Stock Purchase Plan that allows shares to be purchased at 85% of the lower of two prices.

• Eligibility for a discretionary annual incentive program.

• Opportunities for learning, networking, leadership, and career development.

• Flexible work arrangements available.