Internal Wholesaler - Life

Posted 4 Days Ago
Be an Early Applicant
2 Locations
In-Office
Mid level
Financial Services
The Role
The Internal Wholesaler will drive customer engagement and support life insurance sales by collaborating with External Wholesalers and Financial Advisors.
Summary Generated by Built In

Job Classification:

Sales - Sales

As an Internal Wholesaler in Individual Life Insurance, you will provide pre-sale and marketing support for life insurance products.  You will actively partner with External Wholesalers and Financial Advisors. With a focus on successfully driving customer engagement and execution, you will have opportunities to practice sales philosophies as well as develop and manage activities. Distribution & Sales delivers life insurance solutions by leveraging our superior talent and capabilities, comprehensive footprint, and unmatched brand to the partners and markets we serve.

The current work expectation for this position is Hybrid and requires your on-site presence on a reoccurring basis as determined by your business. Your manager will provide additional details relative to the specific number of days you are expected to be on-site.

What you can expect:
  • Proactively collaborates with External Wholesalers to uncover, develop, and close life insurance opportunities.

  • Build relationships and create win-win outcomes for your business partners and their respective clients

  • Presents sales concepts via phone or in person –

  • Partner with other business units, including Case Management, Marketing, and Advanced Marketing to drive sales

  • Work with diverse teams on challenging projects such as system enhancements, standard operating procedures, and product and marketing solutions

  • Run Prudential Life Insurance illustrations and explain and educate on the solutions

What you’ll need:

Ability to drive results and increase presence and market share in your assigned territory

  • Ability to build and maintain strong business relationships

  • Appetite for understanding market trends impacting business

  • Good knowledge of Life Insurance Products

  • Solid understanding of Compliance policies and practices

  • Excellent written, oral communication, and problem-solving skills with the ability to interact effectively and professionally with all levels in the organization

  • Exceptional time management skills and detail orientation

  • Enthusiastic team player and self-starter with the ability to work independently and prioritize work in a fast-paced sales environment

  • Proficient computer and keyboarding skills

  • Demonstrated ability to multi-task between several computer applications while effectively managing a conversation

  • Strong organizational skills and able to stay abreast of rapidly changing information

  • Ability and willingness to deal with change and ambiguity

  • Must exercise sound judgment, discretion and maintain a high level of confidentiality at all times

  • FINRA SIE and Series 6/7 registration or ability to obtain within 120 days from date of hire

It’d be a plus if you had:
  • Minimum 3 years of related experience in the life insurance industry, brokerage or financial services sales experience

  • Bachelor’s degree

  • Demonstrated experience with illustration software

  • Industry designations, including CLU, CHFC, and CFP

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), after one year of service. 

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. 

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.

Top Skills

Illustration Software
Prudential Life Insurance Illustrations
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The Company
Chicago, IL
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.

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