Relationship Manager supporting Bank of America’s Asset - Based Lending solutions. Collaborating with BDOs to develop client - specific financing solutions and strengthen long - term relationships.
About the role
- Director, Senior Account Manager driving sales growth and market presence within Prudential's IMO channel. Managing strategic partnerships and ensuring product support for financial services.
Responsibilities
- Develop and implement a business plan, in partnership with Internal Sales Associate, focused on achieving key performance indicators, including sales and growth targets for Prudential’s expanding IMO suite of products.
- Identify and engage potential IMO’s to build strategic partnerships that align with Prudential’s growth objectives.
- Strengthen existing IMO relationships through consistent communication, support, and collaboration, ensuring long-term partnerships that contribute to sustained revenue growth and greater market share.
- Partner with key functional areas, including Product, Technology, Marketing, Operations, Service, and Legal & Compliance, to gain comprehensive insights into financials and competitive intelligence.
- Collaborate with the Product team to ensure that distribution needs are prioritized effectively.
- Serve as an expert in the Fixed Annuity market, providing insights into trends, products, and service.
- Maintain a deep understanding of the competitive landscape to guide strategic decision-making and support internal and external stakeholders.
- Direct and develop business strategies that align with Prudential’s brand image and ethical standards.
- Assist in creating and delivering sales training programs for Prudential’s intermediary sales partners focused on the Fixed product portfolio.
Requirements
- Entrepreneurial spirit and drive; willingness and ability to operate in fast pace and, at time, ambiguous environment.
- 5-7 years of financial services sales experience within the IMO channel.
- Bachelor's Degree, or equivalent work experience.
- Demonstrated knowledge of annuities and related concepts.
- Confident, comfortable communicator with strong written and verbal communication skills.
- FINRA Series 6, 63 (or 7, 66) and State Insurance license required.
- Flexibility, tactfulness, and a desire to continuously improve.
- 50-70% travel required.
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.
- 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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BA
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