Inbound Sales Consultant working with a team to assist financial professionals with Prudential's annuity products. Actively engaging clients through calls, emails, and consultations to enhance service delivery.
Responsibilities
Field daily phone calls, respond to emails, and routinely solve financial advisor needs as they arise.
Deliver detailed responses to inquiries about Prudential product features, performance data, hypothetical illustrations, and requests for literature.
Provide back-up coverage to Internal Wholesalers and their territories as needed.
Reactively engage existing or prospective financial professionals in creative opportunities daily, using consultative selling techniques and by continuously educating about Prudential solutions.
Receive immediate training, as well as ongoing coaching and mentoring from experienced members of the sales team in order to equip yourself with the meaningful sales and leadership skills necessary for success in this role.
Focus on personal talent advancement to prepare for opportunities to become an Internal Wholesaler.
Requirements
SIE, FINRA Series 6 (or 7) and 63 REQUIRED
If not currently licensed, see Annuities Sales Associate position
Ability to pass State Insurance license within 60 days
Prior Sales experience, preferably with Annuities
Knowledge of Annuities concepts or the retirement industry
It’d be a plus if you had:
Self-motivated and team-focused
Excellent verbal and written communication skills
Flexibility, resourcefulness, tactfulness, and a desire to continuously improve
Bachelor’s degree or equivalent work experience.
Benefits
Medical, dental, vision, life insurance, disability insurance
Paid Time Off (PTO)
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.
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