PGIM Logo

PGIM

Annuities Internal Wholesaler - IMO

Posted 2 Days Ago
Be an Early Applicant
In-Office
2 Locations
Junior
In-Office
2 Locations
Junior
Develop and manage relationships with financial professionals, independent agents, and producers across an assigned territory. Partner with Regional Vice Presidents to execute sales strategies, promote Prudential annuity solutions, support digital marketing and events, and manage new business from submission through completion. The role requires annuity and Fixed Indexed Annuity knowledge, proactive territory development, account management, and achievement of measurable sales goals.
The summary above was generated by AI

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.  


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.


If you need an accommodation to complete the application process, please email [email protected]. 


If you are experiencing a technical issue with your application or an assessment, please email [email protected] to request assistance.

HQ

PGIM Newark, New Jersey, USA Office

Newark, NJ, United States

PGIM New York, New York, USA Office

New York, United States

Similar Jobs

46 Minutes Ago
Remote or Hybrid
United States
59K-99K Annually
Senior level
59K-99K Annually
Senior level
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Leads a team managing ADA and PWFA accommodation claims, ensuring accurate, timely, compliant claim adjudication and strong customer service. Responsibilities include coaching employees, managing performance and workloads, reviewing claim files and calls, identifying process improvements, administering concurrent disability and leave claims, mitigating risk, and communicating operational updates. The role requires disability or absence management expertise, sound judgment, knowledge of applicable regulations, and effective stakeholder collaboration.
Top Skills: Microsoft Office Suite
46 Minutes Ago
Remote or Hybrid
United States
47K-63K Annually
Junior
47K-63K Annually
Junior
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Processes long-term care reimbursement claims by interpreting policy provisions, reviewing documentation, calculating payments and overpayments, and identifying potential fraud, waste, and abuse indicators. The role obtains missing information from providers, collaborates with internal teams, and meets quality, accuracy, productivity, and timeliness standards. It is primarily virtual with a required monthly office visit.
Top Skills: Ai-Powered ToolsComputer-Based Claims Processing SystemsExcelMicrosoft WordTlc Claims System
4 Hours Ago
Hybrid
2 Locations
124K-280K Annually
Senior level
124K-280K Annually
Senior level
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Leads client-facing SAP data migration and conversion programs across finance, customer, and supply chain processes. Advises on migration strategy, data mapping, cleansing, transformation, testing, cutover, reconciliation, and issue resolution. Directs cross-functional teams, manages risks and dependencies, communicates with senior stakeholders, and coaches team members. Applies SAP technologies including ABAP, SAP HANA, SAP Fiori, SAP Analytics Cloud, and S/4HANA to support ERP transformation and improve repeatable migration processes.
Top Skills: AbapErpSAPSap Analytics CloudSap FioriSap HanaSap S/4Hana

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account