Account Executive supporting Prudential life insurance sales through BGA partnerships. Responsible for coordination and facilitation across various resources within the Institutional Sales Channel.
Responsibilities
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.
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