Senior Account Manager – Imo
Company | Prudential Financial |
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Location | Henderson, NV, USA, Shelton, CT, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Senior |
Requirements
- 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
Responsibilities
- Achieve Sales and Growth Targets: 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.
- Relationship Development & Cultivation: Identify and engage potential IMO’s to build strategic partnerships that align with Prudential’s growth objectives. In addition, strengthen existing IMO relationships through consistent communication, support, and collaboration, ensuring long-term partnerships that contribute to sustained revenue growth and greater market share.
- Cross-Functional Collaboration: Partner with key functional areas, including Product, Technology, Marketing, Operations, Service, and Legal & Compliance, to gain comprehensive insights into financials and competitive intelligence.
- Product Support and Prioritization: Collaborate with the Product team to ensure that distribution needs are prioritized effectively. Support the team in balancing competing demands to maximize product impact and market success.
- Subject Matter Expertise: 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.
- Enterprise Development: Direct and develop business strategies that align with Prudential’s brand image and ethical standards. Ensure all activities comply with relevant regulations and contribute to a positive company reputation.
- Training and Development: Assist in creating and delivering sales training programs for Prudential’s intermediary sales partners focused on the Fixed product portfolio, ensuring they have a keen understanding of Prudential’s key differentiators and overall value proposition.
Preferred Qualifications
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No preferred qualifications provided.