Annuities External Wholesaler, Advisor Channel

Posted 6 days ago

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

📋 Description

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

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

• Present product information, market insights, and retirement-income solutions that align Prudential offerings with the needs of advisors and clients.

• Provide on-site support for integrating annuity solutions into comprehensive retirement planning discussions.

• Leverage knowledge of financial markets, competitive factors, and advisor requirements to uncover opportunities and adjust sales focuses accordingly.

• Collaborate with a designated Internal Wholesaler to implement territory strategies, identify new opportunities, and strengthen advisor engagement.

• Manage a travel-intensive regional schedule while ensuring effective follow-through, communication, and adherence to sales protocols.


⛳️ Requirements

• Extensive experience in financial services sales.

• Proven track record in selling annuities, retirement income, or wealth management solutions via advisor distribution channels.

• Experience collaborating with financial advisors, registered representatives, or wealth management experts.

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

• Demonstrated ability to formulate territory business plans, implement sales strategies, and achieve production targets.

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

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

• Exceptional communication, presentation, and relationship management skills.

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

• Bachelor's degree or equivalent professional experience.


🏝️ Benefits

• Competitive base salary in the market.

• Potential for annual bonuses.

• Comprehensive medical, dental, and vision insurance.

• Life insurance coverage.

• Disability insurance benefits.

• Paid Time Off (PTO).

• Parental and military leave options.

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

• Company-sponsored pension plan.

• Wellness programs including reimbursements for personal wellbeing purchases up to $1,600 per year.

• Work/Life Resources to assist with parenting, housing, senior care, financial matters, pets, legal issues, education, emotional and mental health, and career growth.

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

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

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

• Flexible work arrangement options.

People also viewed

Hempel A/S1 day ago

Coating Advisor – Marine

US flagUnited States OnlyFull-timeUncategorized
ApplyView job
Hempel A/S1 day ago

Coating Advisor – Marine

US flagFlorida, +1 more stateFull-timeUncategorized
ApplyView job
RTX1 day ago

Specialist, Enterprise Strategy

US flagConnecticut OnlyFull-timeUncategorized$86.8k – $165.2k/year
ApplyView job
FLYACTS • Venture Studio für erfahrene Unternehmer1 day ago

Entrepreneur in Residence – B2B SaaS

DE flagGermany OnlyFull-timeUncategorized
ApplyView job
ElevenLabs1 day ago

Deployment Strategist

MX flagMexico OnlyFull-timeUncategorized
ApplyView job
Horizon Blue ABA1 day ago

BCBA, LBA

US flagMaryland OnlyFull-timeUncategorized$60k – $100k/year
ApplyView job

Never miss a great job!

Get handpicked remote jobs straight to your inbox weekly.

Trusted by 7,400+ designers