Field Sales & Training Wholesaler at Prudential Ins Co of America

Posted in Finance about 4 hours ago.

Type: Full-Time
Location: Atlanta, Georgia





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

We are currently seeking three dedicated Territorial Wholesalers to drive sales across our Eastern, Central, and Western territories. 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.

While working in all channels of the financial services industry (including firms such as Edward Jones, Morgan Stanley Smith Barney, Wells Fargo Advisors, national Property & Casualty Agencies, UBS and LPL), the FST Wholesaler is responsible for expanding distribution, deepening penetration with key relationships and promoting product/service differences. You will achieve these results through group and one-on-on training and assisting brokers with how to get started with life insurance sales. Overall, the FST team provides significant brand exposure in the offices of our national partners, generates leads for the Dedicated Life Consultants and creates a healthy revenue stream for Individual Life.

What you can expect:

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

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

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

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

Profiling: Teach new and existing team members effective profiling techniques and facilitate handoff processes.

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

What you’ll need:


  • Ideal candidates will have a robust sales background, excellent communication skills, and a passion for coaching and training others.

  • Experience in life insurance sales

  • Strong presentation and communication skills

  • The ability to work independently and collaboratively is crucial.

  • FINRA Series 6 (or 7) and 63 licenses required

  • Current Life and variable licenses in resident state and all states within territory

At Prudential, you can:

Take charge of your career.

We equip and empower our employees to expand their skills and experience by using powerful learning, gigs, and job opportunities. We offer a suite of services including 1:1 Career advice, on demand resources and networking to propel your career forward.

We’re a global organization, full of outstandingly dedicated people who aren’t afraid to think differently, challenge the status quo and take sensible risks along the way. You will enjoy pushing boundaries as we build innovative technology that helps clients, customers and employees live their best lives. You will have access to leadership and learning opportunities and the resources needed to take your career in any direction. We will help you do your best work, offering flexibility, while delivering on our Purpose.

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 staffingagencies@prudential.com 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 accommodations.hw@prudential.com.

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 careers.technicalsupport@prudential.com to request assistance.





More jobs in Atlanta, Georgia


Chickasaw Nation Industries

Best Buy

Best Buy
More jobs in Finance


Wintrust Financial Corporation

Wintrust Financial Corporation

Wintrust Financial Corporation