Advisor

• Develop and execute a territory sales strategy to grow Prudential fixed and variable annuity production across the assigned Advisor channel
• Build, deepen, and sustain relationships with new and existing financial advisors and key distribution partners
• Deliver product, market, and retirement-income presentations connecting Prudential solutions to advisor and client needs
• Provide point-of-sale support for advisors positioning annuity solutions within holistic retirement planning conversations
• Use financial-market knowledge, competitive dynamics, and advisor needs to identify opportunities and adapt sales priorities
• Partner with an aligned Internal Wholesaler to execute territory strategies, identify opportunities, and deepen advisor engagement
• Manage a high-travel regional schedule while maintaining consistent follow-through, communication, and sales discipline

Annuities External Wholesaler, Advisor Channel

• Develop and execute a territory sales strategy to grow Prudential fixed and variable annuity production across the assigned Advisor channel
• Build, deepen, and sustain relationships with new and existing financial advisors and key distribution partners
• Deliver product, market, and retirement-income presentations connecting Prudential solutions to advisor and client needs
• Provide point-of-sale support for positioning annuity solutions within holistic retirement planning conversations
• Use knowledge of financial markets, competitive dynamics, and advisor needs to identify opportunities and adapt sales priorities
• Partner with an aligned Internal Wholesaler to execute territory strategies, identify opportunities, and deepen advisor engagement
• Manage a high-travel regional schedule while maintaining follow-through, communication, and sales discipline

• Serve as a Tier 2 resource investigating and resolving FinanceLink inquiries requiring additional research, functional knowledge, or coordination
• Coordinate with FinanceLink Service Representatives, Service Advisors, subject matter experts, school/unit representatives, and University Finance partners
• Resolve inquiries related to financial systems, accounts payable, procurement, supplier management, tax, travel and expense, budget, accounting and reporting, insurance, treasury, and other FinanceLink-supported services
• Provide timely and accurate case resolution
• Maintain complete case documentation
• Assess urgency and complexity and determine when additional subject matter expertise or escalation is required
• Support queue operations
• Identify knowledge and process gaps and contribute to knowledge resources
• Recommend opportunities to improve client service and operational efficiency