Annuities Internal Wholesaler - IMO

Posted 12 Hours Ago
Be an Early Applicant
5 Locations
In-Office
Junior
Financial Services
The Role
Develop and manage relationships with financial professionals, independent agents, and producers across an assigned territory. Partner with Regional Vice Presidents to execute sales strategies, promote Prudential annuity solutions, support digital marketing and events, and manage new business from submission through completion. The role requires annuity and Fixed Indexed Annuity knowledge, proactive territory development, account management, and achievement of measurable sales goals.
Summary Generated by Built In

Job Classification:

Sales - Sales

At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you’ll unlock a motivating and impactful career while growing your skills and advancing your profession at one of the world’s leading financial services institutions.


Retirement is one of the most important financial challenges facing people today. Prudential’s Individual Retirement business helps clients address that challenge through retirement income, protection, and annuity solutions.


The Opportunity:

Prudential is seeking a highly motivated Internal Wholesaler to join our growing IMO distribution organization. In this role, you will partner closely with a Regional Vice President to grow assigned accounts, with a significant focus on building relationships directly with financial professionals and independent agents.


You will combine proactive sales activity, annuity industry knowledge, relationship development and territory management to identify opportunities and help financial professionals effectively position Prudential’s solutions with their clients. You will also support broader account-level initiatives across assigned firms, including marketing, events, and new business execution.


This is an opportunity for a driven sales professional who enjoys building relationships, developing business and expanding their wholesaling experience while gaining exposure to broader account relationships and future field sales opportunities.


Hybrid work arrangement: Hartford, CT; Shelton, CT; Newark, NJ; or Fort Washington, PA.


In this role, you will:

·    Build and deepen relationships with financial professionals, independent agents and producers across an assigned territory, serving as a knowledgeable resource on Prudential’s annuity solutions.

·    Partner closely with the Regional Vice President to develop and execute territory strategies, identify sales opportunities and support broader account-level relationships.

·    Leverage knowledge of Fixed Indexed Annuities (FIA) to help financial professionals understand key product features, positioning and the broader competitive annuity landscape.

·    Lead and support digital marketing, virtual events and other sales initiatives designed to increase engagement and drive business across assigned relationships.

·    Take an active lead in the new business process, partnering with a dedicated new business case manager assigned to your territory to provide personalized support and help move business efficiently from submission through completion.

·    Develop broader wholesaling and account-management capabilities through partnership and field exposure with Regional Vice Presidents and participation in larger-scale sales and firm initiatives.


What you’ll need:

·    At least one year of proactive internal wholesaling experience, including responsibility for an assigned territory, geographic footprint or account relationships, rather than primarily inbound or reactive sales support.

·    Annuity sales experience with working knowledge of Fixed Indexed Annuities, including an understanding of key product features and the competitive annuity marketplace.

·    Demonstrated experience proactively developing relationships with financial professionals, advisors, agents, or producers.

·    Strong sales orientation with demonstrated success working toward measurable business and sales goals.

·    Ability to manage multiple aspects of a territory, including producer engagement, new business activity, marketing initiatives, and events.

·    Strong communication, relationship-building, and organizational skills.

·    FINRA Series 6 or 7, Series 63, and applicable state insurance license required.


It would be a plus if you have:

·    Experience working within or supporting the IMO and/or FMO distribution channels.

·    Experience working specifically in the Fixed Indexed Annuity space.


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. 
  • 401(k) plan with company match (up to 4%). 
  • Company-funded pension plan. 
  • Wellness Programs 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.  
  • Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.  
  • Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period).

Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.  


Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. 


Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. 


To maintain the integrity and security of our hiring process, Prudential may use identity verification technologies. Your consent will be obtained before any verification takes place.


If you need an accommodation to complete the application process, please email [email protected]. 


If you are experiencing a technical issue with your application or an assessment, please email [email protected] to request assistance.

Skills Required

  • At least one year of proactive internal wholesaling experience involving an assigned territory, geographic footprint, or account relationships
  • Annuity sales experience and working knowledge of Fixed Indexed Annuities and the competitive annuity marketplace
  • Experience proactively developing relationships with financial professionals, advisors, agents, or producers
  • Demonstrated sales orientation and success working toward measurable business and sales goals
  • Ability to manage producer engagement, new business activity, marketing initiatives, and events
  • Strong communication, relationship-building, and organizational skills
  • FINRA Series 6 or 7 license
  • FINRA Series 63 license
  • Applicable state insurance license
  • Experience within or supporting IMO and/or FMO distribution channels
  • Experience specifically in the Fixed Indexed Annuity space

PGIM Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PGIM and has not been reviewed or approved by PGIM.

  • Healthcare Strength — Health coverage includes comprehensive medical, dental, and vision options, complemented by behavioral health programs and wellness reimbursements. On-site fitness centers and health coaching further support physical and mental well-being.
  • Retirement Support — Retirement programs feature a 401(k) with company match and a company-funded pension, with access to an employee stock purchase program. Student loan repayment assistance and savings plans add to long-term financial support.
  • Wellbeing & Lifestyle Benefits — Work-life balance is reinforced by flexible/hybrid work options, paid holidays and sick allowances, and amenities like gym access, free parking, and an affordable cafeteria in some locations. Tuition reimbursement, commuter benefits, and broad work/life resources extend lifestyle support.

PGIM Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Newark, NJ
3,593 Employees

What We Do

PGIM, the investment management business of Prudential Financial, Inc.* is a multi-manager that delivers industry-leading strategies and solutions to clients. Each business maintains its own investment process and culture, allowing for a singular focus on delivering investment returns for clients. The PGIM businesses offer investors a wide range of investment strategies across asset classes and geographies, including public equities, public and private fixed income, commercial mortgages and real estate. Clients of PGIM can rely on superior long-term performance, risk management expertise and innovative products to help them realize a wide range of business objectives. In addition, PGIM uses its collective knowledge and business expertise to work with public, private and non-profit sector partners to create solutions that address critical social issues that have an enduring impact. *Prudential Financial, Inc. of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.

Similar Jobs

T-Mobile Logo T-Mobile

Account Executive

Other • Utilities
In-Office
Cherry Hill, NJ, USA
89016 Employees
84K-151K Annually

Applied Systems Logo Applied Systems

Product Operations Director

Artificial Intelligence • Cloud • Payments • Software • Business Intelligence • Generative AI • Automation
Remote or Hybrid
2 Locations
3116 Employees
160K-200K Annually
Remote or Hybrid
United States
1750 Employees

General Motors Logo General Motors

District Manager Parts and Service

Automotive • Big Data • Information Technology • Robotics • Software • Transportation • Manufacturing
Remote or Hybrid
United States
165000 Employees

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
85 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account