Annuities Inbound Sales Consultant

Prudential Financial; United States; Hybrid; USD 55,000 - 90,000; Full time

Job summary

Prudential Financial in the United States seeks an Inbound Sales Consultant to support financial professionals with product features, illustrations, and literature. This hybrid role involves daily calls, emails, and consultative selling to strengthen client relationships.

Training and mentorship are provided to grow toward Internal Wholesaler opportunities. Required licenses include SIE, FINRA Series 6/7 and 63, with the ability to obtain a State Insurance license within 60 days.

Qualifications

• SIE, FINRA Series 6 (or 7) and 63 are REQUIRED.
• Ability to obtain a State Insurance license within 60 days.
• Prior sales experience, preferably with annuities.
• Knowledge of annuities concepts or retirement industry.

Responsibilities

• Field daily calls, respond to emails, and solve advisor needs.
• Provide detailed responses about product features, illustrations, and literature.
• Back-up coverage to Internal Wholesalers and territories as needed.
• Engage financial professionals daily using consultative selling techniques.
• Receive ongoing coaching and mentoring from sales team.

Skills

Sales experience

Consultative selling

Communication skills

Team-oriented

Education

SIE

FINRA Series 6/7/63

State Insurance license within 60 days

Job description

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

Prudential Annuities, a division within Prudential’s Individual Retirement Strategies Group, is currently seeking a sales professional to join its growing team as an Inbound Sales Consultant. In this role, you will work on a vibrant team of 20-25 customer-focused individuals. In this fast-paced, constantly changing role, you will help financial professionals solve their day-to-day problems and get the most out of their business relationships with Prudential.

https://pru.wd5.myworkdayjobs.com/Careers/page/2bf035ee7a4610011182807a60910004

The current Employee Work Arrangement for this opening is Hybrid. The employee will work 3 days a week at a Prudential location in Newark, NJ, Dresher, PA, or Shelton, CT. Employee will be required to attend or go into the office for any mandatory onsite/offsite meetings/trainings. Employee Work Arrangement is the businesses decision and can be adjusted or changed for business reasons at any time.

What you can expect:

• 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.

What you’ll need:

• 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