Annuities Internal Wholesaler – IMO

Prudential Financial

. Build and deepen relationships with financial professionals, independent agents, and producers across an assigned territory .

Posted 11/10/2026full-timeUnited StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Annuity Sales, particularly Fixed Indexed Annuities, while effectively managing territory strategies and building relationships with financial professionals. Proven ability to drive business through proactive engagement and successful execution of marketing initiatives.

Highest-signal resume keywords

Annuity Sales ExperienceFixed Indexed Annuities KnowledgeProactive Relationship DevelopmentStrong Sales OrientationFINRA Series 6 Or 7

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Fixed Indexed AnnuitiesSales Strategy DevelopmentTerritory ManagementNew Business Process ManagementAccount Management

Soft Skills

Strong Communication SkillsRelationship-Building SkillsOrganizational Skills

Tools & Technologies

Digital MarketingVirtual Events

Certifications & Qualifications

FINRA Series 6FINRA Series 7Series 63State Insurance License

Industry Keywords

Internal WholesalingFinancial ProfessionalsIndependent AgentsProducersIMO Distribution ChannelsFMO Distribution Channels

About the role

Key responsibilities & impact

Build and deepen relationships with financial professionals, independent agents, and producers across an assigned territory
Serve as a knowledgeable resource on Prudential’s annuity solutions
Partner with the Regional Vice President to develop and execute territory strategies
Identify sales opportunities and support broader account-level relationships
Leverage Fixed Indexed Annuities knowledge to explain product features, positioning, and the competitive annuity landscape
Lead and support digital marketing, virtual events, and other sales initiatives to increase engagement and drive business
Lead and support the new business process with a dedicated new business case manager, moving business from submission through completion
Develop broader wholesaling and account-management capabilities through field exposure and participation in larger-scale sales and firm initiatives

Requirements

What you’ll need

At least one year of proactive internal wholesaling experience, including responsibility for an assigned territory, geographic footprint or account relationships, rather than primarily inbound or reactive sales support
Annuity sales experience with working knowledge of Fixed Indexed Annuities, including key product features and the competitive annuity marketplace
Demonstrated experience proactively developing relationships with financial professionals, advisors, agents, or producers
Strong sales orientation with demonstrated success working toward measurable business and sales goals
Ability to manage multiple aspects of a territory, including producer engagement, new business activity, marketing initiatives, and events
Strong communication, relationship-building, and organizational skills
FINRA Series 6 or 7, Series 63, and applicable state insurance license required
Experience within or supporting IMO and/or FMO distribution channels is a plus
Experience specifically in the Fixed Indexed Annuity space is a plus

Benefits

Comp & perks

Market competitive base salaries, with a yearly bonus potential at every level
Medical, dental, vision, life insurance, and disability insurance
Paid Time Off (PTO)
Leave of absences, such as 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 for reimbursement of items purchased to support personal wellbeing needs
Work/Life Resources supporting parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period)
Eligibility to participate in a discretionary annual incentive program, subject to program rules and individual and organizational performance