Account Executive jobs in United States
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Prudential Financial · 3 hours ago

Account Executive

Prudential Financial is a leading financial services institution seeking an Account Executive to facilitate life insurance product sales between Prudential and Brokerage General Agencies. The role involves coordinating resources to increase production, providing product knowledge and training, and serving as a point of escalation for issues related to insurance cases.

Asset ManagementFinanceFinancial ExchangesFinancial ServicesHealth CareInsuranceRetirement

Responsibilities

Meeting with assigned BGA partners and working directly with their Point-of-Sale wholesalers to support their marketing efforts within Institutions. There will be travel between 40-60% of the time
Efficiently coordinate resources (Distribution Support, Sales, and Marketing Support, Internal and External Wholesalers, Advanced Marketing, New Business, Post Issue, Compensation, E-Commerce) to increase production and market penetration within the Institutions
Providing the Institutional account: product knowledge, training, sales ideas, problem solutions, facilitation of valuable communication between the BGA, their wholesalers, the Institutions and our support team, and above all - quality service
Serve as a point of escalation for issues or problems on specific insurance cases and will expedite their resolution
Working closely with Pru National Account Executive's, Regional Vice Presidents, (Wholesalers), etc. and providing input in the creation of the overall Institutional plan and implement these business plans successfully as it relates to your region and accounts
The individual is expected to travel to visit with targeted point-of-sale wholesalers for our BGA's, conduct meetings and provide training to Institutional producers in support of their marketing efforts

Qualification

FINRA Series 6Life Insurance KnowledgePresentation SkillsNegotiation SkillsTime ManagementSales Training SkillsLeadership SkillsCommunication Skills

Required

FINRA Series 6 or 7 and 63 required
Excellent presentation skills (overall) including basic sales, communication skills (written and verbal), and sales training skills (preferred)
Knowledge of Life Insurance Products Specifically Universal Life, Variable Life, Survivorship, Term, including Guaranteed products and riders, and general policy benefits and administration. This would also include general product competitiveness within each product and market
Proficient time management skills, negotiation skills and ability to influence others - assertiveness is critical

Preferred

Two years plus experience in marketing or selling life insurance (experience with wirehouses preferred)
Leadership skills to direct and motivate others toward the achievement of objectives
Ability to understand, develop, and apply management information reporting to find opportunities, support planning, and further deeper relationships with the Institutions

Benefits

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 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

Company

Prudential Financial

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Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits. It is a sub-organization of Prudential Financial.

Funding

Current Stage
Public Company
Total Funding
$1.25B
Key Investors
AM Best
2025-03-13Post Ipo Debt· $750M
2024-02-14Post Ipo Debt· $500M
2001-12-13IPO

Leadership Team

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Andrew Sullivan
Chief Executive Officer
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Yanela Frias
Executive Vice President & Chief Financial Officer
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Company data provided by crunchbase