Annuities Internal Wholesaler - IMO

Prudential Ins Co of America; Shelton (CT); Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

Base salary + annual bonus potential

Medical, dental, vision, life   &

401(k) with company match

Pension plan

Wellness programs

Education assistance

Employee stock purchase plan

Job summary

Prudential Ins Co of America is seeking an Internal Wholesaler to join the IMO distribution organization. The role focuses on building relationships with financial professionals and independent agents, supporting territory strategies, and driving annuity opportunities.

You will collaborate with the Regional Vice President, leverage FIA knowledge, and contribute to marketing and new business initiatives across Hartford/ Shelton CT, Newark NJ, and Fort Washington PA.

Qualifications

• At least one year of proactive internal wholesaling experience with an assigned territory or accounts.
• Annuity sales experience with Fixed Indexed Annuities.
• Proven ability to develop relationships with financial professionals, advisors, agents, or producers.
• Strong sales orientation with measurable business goals.
• Ability to manage producer engagement, new business activity, marketing and events within a territory.
• Excellent communication, relationship-building and organizational skills.

Responsibilities

• Build and deepen relationships with financial professionals, independent agents and producers across an assigned territory, serving as a knowledgeable resource on Prudential's annuity solutions.
• Partner with the Regional Vice President to develop and execute territory strategies and identify sales opportunities.
• Leverage knowledge of Fixed Indexed Annuities to explain key features and competitive positioning.
• Lead and support digital marketing, virtual events and other sales initiatives to increase engagement.
• Take an active lead in the new business process with a dedicated case manager to move business efficiently from submission through completion.
• Develop broader wholesaling and account-management capabilities through partnerships and field exposure.

Skills

Sales experience

Relationship building

Communication skills

Organizational skills

FINRA Series 6 or 7

Series 63

State insurance license

Annuity product knowledge

Job description

Job Classification:

Sales - Sales

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

Retirement is one of the most important financial challenges facing people today. Prudential's Individual Retirement business helps clients address that challenge through retirement income, protection, and annuity solutions.

The Opportunity:

Prudential is seeking a highly motivated Internal Wholesaler to join our growing IMO distribution organization. In this role, you will partner closely with a Regional Vice President to grow assigned accounts, with a significant focus on building relationships directly with financial professionals and independent agents.

You will combine proactive sales activity, annuity industry knowledge, relationship development and territory management to identify opportunities and help financial professionals effectively position Prudential's solutions with their clients. You will also support broader account-level initiatives across assigned firms, including marketing, events, and new business execution.

This is an opportunity for a driven sales professional who enjoys building relationships, developing business and expanding their wholesaling experience while gaining exposure to broader account relationships and future field sales opportunities.

Hybrid work arrangement: Hartford, CT; Shelton, CT; Newark, NJ; or Fort Washington, PA.

In this role, you will:

• Build and deepen relationships with financial professionals, independent agents and producers across an assigned territory, serving as a knowledgeable resource on Prudential's annuity solutions.
• Partner closely with the Regional Vice President to develop and execute territory strategies, identify sales opportunities and support broader account-level relationships.
• Leverage knowledge of Fixed Indexed Annuities (FIA) to help financial professionals understand key product features, positioning and the broader competitive annuity landscape.
• Lead and support digital marketing, virtual events and other sales initiatives designed to increase engagement and drive business across assigned relationships.
• Take an active lead in the new business process, partnering with a dedicated new business case manager assigned to your territory to provide personalized support and help move business efficiently from submission through completion.
• Develop broader wholesaling and account-management capabilities through partnership and field exposure with Regional Vice Presidents and participation in larger-scale sales and firm initiatives.

What you'll need:

• At least one year of proactive internal wholesaling experience, including responsibility for an assigned territory, geographic footprint or account relationships, rather than primarily inbound or reactive sales support.
• Annuity sales experience with working knowledge of Fixed Indexed Annuities, including an understanding of key product features and the competitive annuity marketplace.
• Demonstrated experience proactively developing relationships with financial professionals, advisors, agents, or producers.
• Strong sales orientation with demonstrated success working toward measurable business and sales goals.
• Ability to manage multiple aspects of a territory, including producer engagement, new business activity, marketing initiatives, and events.
• Strong communication, relationship-building, and organizational skills.
• FINRA Series 6 or 7, Series 63, and applicable state insurance license required.

It would be a plus if you have:

• Experience working within or supporting the IMO and/or FMO distribution channels.
• Experience working specifically in the Fixed Indexed Annuity space.

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).

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 pe