Field Sales & Training Wholesaler

Posted 2 Days Ago
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Standing Peachtree, GA
Mid level
Financial Services
The Role
The Field Sales & Training Wholesaler at Prudential is responsible for driving sales across multiple territories, providing coaching and training for new and existing team members, onboarding new personnel, and maintaining strong partnerships with RVPs. Key activities include sales initiatives, life insurance opportunity identification, and facilitating effective communication within the team.
Summary Generated by Built In

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 – all while growing your skills and advancing your profession at one of the world’s leading financial services institutions!

Job Description:
We are currently seeking three dedicated Territorial Wholesalers to drive sales across our Eastern, Central, and Western territories in Prudential Advisors. The successful candidates will support our External RVPs and play a critical role in the growth of our company by conducting various sales activities, providing field training, assisting with onboarding, profiling, and maintaining strong partnerships and communication.

Responsibilities:
1. Sales Initiatives: Oversee various sales activities generated from either the advisor's "Book of Business" or Prospects. Activities include:
• Policy reviews, focusing on gathering and including non-PRU policies.
• Conducting mirrored loans reviews.
• Reviewing TERM Policy Conversions, including end-dates.
• High-value LEADS Reviews.
• Handing off cases greater than $10,000 to the RVP.


2. Field Sales Coaching: Deliver coaching in:
• The 'How to Do Life Series', which includes eSubmission, underwriting, field underwriting, and navigation of the life process.
• The 'Life Strategies Series', focusing on product and core sales strategies, and identifying opportunities.


3. Field Training: Provide comprehensive training to both new and existing team members covering:
• Product details and specifications.
• Sales concepts and strategies, pru-designs, and more.
• eSubmission processes.
• Utilization of Life Insights.


4. Onboarding: Facilitate the onboarding process for new team members by:
• Introducing them to the team.
• Assisting with the discovery process.
• Establishing a support model.
• Conducting a virtual milk run.


5. Uncover life insurance opportunities: Teach new and existing team members effective profiling techniques and facilitate handoff processes.


6. Partnership and Communication: Maintain strong relationships and open lines of communication with RVPs and IWs.

Ideal candidates will have a robust sales background, excellent communication skills, and a passion for coaching and training others. The ability to work independently and collaboratively is crucial. 
 

What you’ll need:

  • Wholesaling experience, preferably in Life products
  • Knowledge of the Life Insurance business, including an understanding of the sales process and the dynamics of selling Life Insurance products
  • Ability to drive sales objectives
  • Excellent communication skills
  • Ability to build and maintain strong business relationships
  • Current Life and variable licenses in resident state and all states within territory
  • FINRA Series 6 (or 7) and 63 licenses required
  • Travel is required

Ideally, candidates will have a robust sales background, excellent communication skills, and a passion for coaching and training others. The ability to work independently and collaboratively is crucial.

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
  • Retirement plans:
  • 401(k) plan with company match (up to 4%)
  • Company-funded pension plan
  • Wellness Programs to help you achieve your wellbeing goals, 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.
  • Tuition Assistance to help finance traditional college enrollment toward obtaining an approved degree, many accredited certificate programs, and industry designations.
  • Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.

To find out more about our Total Reward package, see our Total Rewards Brochure. 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 a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.

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. 

The Prudential Insurance Company of America, Newark, NJ and its affiliates.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at [email protected] for more information about doing business with Prudential.

PEOPLE WITH DISABILITIES:
If you need an accommodation to complete the application process, which may include an assessment, please email
[email protected].

Please note that the above email is solely for individuals with disabilities requesting an accommodation. If you are experiencing a technical issue with your application or an assessment, please email [email protected] to request assistance.

The Company
Chicago, IL
3,593 Employees
On-site Workplace

What We Do

PGIM, the investment management business of Prudential Financial, Inc.* is a multi-manager that delivers industry-leading strategies and solutions to clients. Each business maintains its own investment process and culture, allowing for a singular focus on delivering investment returns for clients.

The PGIM businesses offer investors a wide range of investment strategies across asset classes and geographies, including public equities, public and private fixed income, commercial mortgages and real estate. Clients of PGIM can rely on superior long-term performance, risk management expertise and innovative products to help them realize a wide range of business objectives.

In addition, PGIM uses its collective knowledge and business expertise to work with public, private and non-profit sector partners to create solutions that address critical social issues that have an enduring impact.

*Prudential Financial, Inc. 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.

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