Annuities Internal Wholesaler - IMO

001 Prudential Ins Co of America

Shelton (CT)

Hybrid

USD 65,000 - 95,000

Full time

3 days ago
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Benefits offered by this job

Medical, dental, vision
401(k) match
Pension plan
Wellness program
Education benefits
Employee stock purchase plan
Discretionary incentive program

Job summary

Prudential Financial, Inc. is seeking an Internal Wholesaler to partner with Regional Vice Presidents, grow assigned accounts, and build relationships with financial professionals and independent agents. You will apply annuity industry knowledge, manage territory strategies, and support broader account initiatives across firms.

This hybrid role offers opportunities to engage in marketing, events, and new business execution while advancing in a dynamic sales organization within Prudential.

Qualifications

  • At least one year of proactive internal wholesaling experience.
  • Annuity sales experience with Fixed Indexed Annuities knowledge.
  • Proven ability to develop relationships with financial professionals.
  • Strong sales orientation with measurable goals.
  • Ability to manage multiple territory aspects and events.
  • Strong communication and organizational skills.
  • FINRA Series 6 or 7, Series 63, and state insurance license required.

Responsibilities

  • Build and deepen relationships with financial professionals and producers across an assigned territory.
  • Develop and execute territory strategies with the Regional Vice President.
  • Leverage FIA knowledge to explain product features and positioning.
  • Lead digital marketing and virtual events to drive engagement.
  • Support the new business process from submission to completion.

Skills

Internal wholesaling
Annuity sales
Relationship building
FINRA Series 6/7
Insurance license

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 performance.

To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.

About Us

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. To maintain the integrity and security of our hiring process, Prudential may use identity verification technologies. Your consent will be obtained before any verification takes place. Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with approximately $1.4 trillion in assets under management as of Dec. 31, 2023, has operations in the United States, Asia, Europe, and Latin America. Prudential’s diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential’s iconic Rock symbol has stood for strength, stability, expertise and innovation for 150 years. For more information please visit news.prudential.com.

Our Commitment to an Inclusive Workplace

Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.

PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU), is a global investment manager with US $1.3 trillion in assets under management as of Dec. 31, 2023. With offices in 18 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate, and alternatives. For more information about PGIM, visit pgim.com.

Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. For more information please visit news.prudential.com. PGIM Inc. (PGIM) is the principal asset management business of Prudential Financial, Inc. (PFI), a company incorporated and with its principal place of business in the United States. PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. Our Commitment to an Inclusive Workplace Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.

We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.

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