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Annuities Inbound Sales Consultant
Prudential Financial. Field daily phone calls, respond to emails, and solve financial advisor needs .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative selling techniques and a strong understanding of Annuities and retirement industry concepts. Possesses excellent communication skills and a commitment to continuous personal and professional development.
Highest-signal resume keywords
SIE CertificationFINRA Series 6FINRA Series 7FINRA Series 63Annuities Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ExperienceConsultative Selling TechniquesFinancial Product KnowledgePerformance Data AnalysisHypothetical Illustration Preparation
Soft Skills
Self-MotivatedTeam-FocusedExcellent Verbal CommunicationExcellent Written CommunicationResourcefulness
Certifications & Qualifications
SIE CertificationFINRA Series 6FINRA Series 7FINRA Series 63
Industry Keywords
AnnuitiesRetirement IndustryFinancial Advisor SupportPrudential ProductsState Insurance License
About the role
Key responsibilities & impact- Field daily phone calls, respond to emails, and solve financial advisor needs
- Provide detailed responses about Prudential product features, performance data, hypothetical illustrations, and literature requests
- Provide back-up coverage to Internal Wholesalers and their territories
- Engage existing or prospective financial professionals using consultative selling techniques
- Continuously educate financial professionals about Prudential solutions
- Participate in immediate training and ongoing coaching and mentoring
- Focus on personal talent advancement toward opportunities to become an Internal Wholesaler
Requirements
What you’ll need- SIE, FINRA Series 6 (or 7) and 63 REQUIRED
- Ability to pass State Insurance license within 60 days
- Prior Sales experience, preferably with Annuities
- Knowledge of Annuities concepts or the retirement industry
- Self-motivated and team-focused
- Excellent verbal and written communication skills
- Flexibility, resourcefulness, tactfulness, and a desire to continuously improve
- Bachelor’s degree or equivalent work experience
Benefits
Comp & perks- Market competitive base salary with yearly bonus potential
- Medical, dental, vision, and life insurance
- Disability insurance
- Paid Time Off (PTO)
- 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 reimbursement for personal wellbeing items
- Work/Life Resources covering parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
- Education Benefit for approved college degrees and accredited certificate programs
- Employee Stock Purchase Plan with shares purchasable at 85% of the lower of two prices
- Eligibility to participate in a discretionary annual incentive program
- Hybrid work arrangement