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Annuities Internal Wholesaler

Job Classification:

Sales - Sales

As an Annuities Internal Wholesaler, you will work in the corporate office and be partnered with an External Wholesaler for a specific geographic sales territory covering independent broker dealer channel. Together, you will be responsible for increasing revenue throughout your territory by creating and managing relationships with financial professionals – helping them grow their business while promoting Prudential’s Variable Annuities solutions.

The current work expectation for this position is Hybrid and requires your on-site presence on a reoccurring basis as determined by your business. Your manager will provide additional details relative to the specific number of days you are expected to be on-site.

What you can expect:

  • Serve as the ‘go-to’ person for providing expert insight and product information to your network of financial professionals in the independent broker dealer channel so they can effectively offer Prudential solutions to their customers.
  • Grow, develop, and manage your own territory’s profitability through sales execution, marketing campaigns, business plans, and customer relationship management.
  • Utilize telephone and virtual technologies to cultivate relationships with your clients by answering their questions, proactively engaging them in new opportunities, and becoming a true business partner.
  • Foster peace of mind and stability by helping individuals find tangible solutions to their real-world financial needs.

What you’ll need:

  • 3-5 years of Financial Services sales experience preferred
  • Financial Services experience required
  • Ability to drive results and increase presence and market share
  • Demonstrated knowledge of annuities and related concepts
  • FINRA Series 6, 63 (or 7, 66) and State Insurance license required

It’d be a plus if you had:

  • Internal sales experience preferred
  • Experience with independent broker dealers is a plus
  • Appetite for understanding market trends impacting the business with a desire to seek continuous improvement
  • Ability to build and maintain strong business relationships

We know not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit.

At Prudential, you can:

Take charge of your career. People who have successfully developed their skills in this role have gone on to be promoted within Sales or have moved into a role in the Product space.

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. 

  • 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 to help support topics such as 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), after one year of service. 

Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. 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 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. 

If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. 

 

If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

Average salary estimate

$72500 / YEARLY (est.)
min
max
$60000K
$85000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Annuities Internal Wholesaler, Prudential Financial, Inc.

As an Annuities Internal Wholesaler at Prudential, based in Shelton, CT, you'll be part of a dynamic and collaborative sales team. Here, your mission will be to work closely with an External Wholesaler to tap into the independent broker-dealer channel in your designated territory. You’ll play a key role in boosting revenue by building and nurturing relationships with financial professionals, helping them leverage Prudential’s Variable Annuities solutions to grow their business while providing exceptional financial guidance. Your daily routine will involve engaging with clients through phone calls and virtual meetings, allowing you to answer queries and identify new opportunities. The position is hybrid, ensuring you have the flexibility to work from home while also coming into the office regularly as needed for team collaboration and strategic planning. With your financial services sales experience, your talents in driving results will shine as you creatively execute marketing campaigns and manage your territory’s profitability. You’ll find encouragement to grow your abilities and career, with numerous resources available to help you learn and advance. At Prudential, you’ll find yourself in an empowering environment aimed at innovation and success, pushing the envelope to ensure the best outcomes for clients and ultimately driving your career forward in ways that matter to you. Join us, take charge, and make a real difference in the financial futures of individuals everywhere!

Frequently Asked Questions (FAQs) for Annuities Internal Wholesaler Role at Prudential Financial, Inc.
What are the responsibilities of an Annuities Internal Wholesaler at Prudential?

The Annuities Internal Wholesaler at Prudential is responsible for collaborating with an External Wholesaler to enhance sales in the independent broker dealer channel. This includes creating and managing client relationships, executing marketing campaigns, and increasing territory profitability through strategic business plans. The wholesaler will provide expert advice on Prudential's Variable Annuities, ensuring financial professionals have the resources needed to assist their customers effectively.

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What qualifications do I need to become an Annuities Internal Wholesaler at Prudential?

To qualify for the Annuities Internal Wholesaler position at Prudential, candidates should have 3-5 years of financial services sales experience and a solid understanding of annuity products and concepts. Additionally, a FINRA Series 6 and 63 (or equivalent) along with a State Insurance license is required. Candidates with internal sales experience and familiarity with independent broker dealers will have an advantage.

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What skills are essential for success as an Annuities Internal Wholesaler at Prudential?

Success as an Annuities Internal Wholesaler at Prudential requires strong communication and relationship-building skills. You should be well-versed in financial concepts, particularly annuities, and possess a keen ability to analyze market trends. Effective sales techniques, a proactive approach to client engagement, and a results-oriented mindset will help you thrive in this role.

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What kind of work environment can I expect as an Annuities Internal Wholesaler at Prudential?

As an Annuities Internal Wholesaler at Prudential, you can expect a hybrid work environment that allows for flexibility between remote work and onsite collaboration. The company encourages innovation and teamwork, making it a dynamic place to enhance your career in financial services while being well-supported by management and colleagues.

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What benefits does Prudential offer to Annuities Internal Wholesalers?

Prudential offers a competitive benefits package to Annuities Internal Wholesalers, including market-competitive base salaries with bonus potential, comprehensive health insurance plans, a 401(k) plan with company match, company-funded pension plans, wellness programs, and education benefits. Additional perks like an Employee Stock Purchase Plan further enhance the overall compensation package.

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Common Interview Questions for Annuities Internal Wholesaler
Can you explain your experience with financial services and how it relates to the Annuities Internal Wholesaler position?

In your response, highlight your specific years of experience in financial services, focusing on any roles that involved sales, client relationship management, or product knowledge, especially regarding annuities. Showcase how this expertise prepares you to meet the demands of the Annuities Internal Wholesaler role at Prudential.

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How would you prioritize relationship-building with financial professionals as an Annuities Internal Wholesaler?

Discuss the importance of establishing trust and open communication with financial professionals. You might suggest using regular check-ins, providing valuable insights on products, and actively listening to their needs to enhance your working relationships and create sales opportunities.

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What strategies would you use to increase revenue in your assigned territory?

Outline your approach to developing a systematic strategy for revenue growth, which might include identifying key broker-dealer partners, executing targeted marketing campaigns, and utilizing customer relationship management tools to track progress and capitalize on sales opportunities.

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Describe how you handle objections from clients when promoting annuity products.

Explain that addressing client objections involves empathetic listening, confirming their concerns, and providing clear, factual responses that align Prudential's offerings to their specific needs. Use an example from your past experience to demonstrate your capability.

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Why do you want to work with Prudential as an Annuities Internal Wholesaler?

Share your admiration for Prudential's commitment to innovation and customer service, emphasizing how their values align with your career aspirations. Highlight your excitement about the opportunity to work with a respected financial institution and contribute to clients' financial stability.

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What methods do you use to stay informed about market trends affecting annuities?

Discuss your strategies for keeping up to date with industry news, including subscribing to relevant financial publications, attending webinars, participating in industry conferences, and leveraging your network to share insights about market trends impacting annuity sales.

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How do you leverage technology to enhance sales processes as an Annuities Internal Wholesaler?

Mention specific technologies you’ve used for communication and relationship management, such as CRM systems, virtual meeting tools, and data analytics platforms. Describe how you integrate these technologies to streamline processes and improve client interactions.

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Explain a time when you successfully turned a challenging situation into a positive outcome.

Provide a concrete example where your problem-solving skills and client focus resulted in an upbeat resolution. Detail how your actions led to increased trust and business opportunities, showcasing your adaptability as an Annuities Internal Wholesaler.

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How would you support financial professionals in integrating Prudential’s Variable Annuities into their business offerings?

Outline how you would facilitate training sessions, provide marketing materials, and be available for ongoing support. Stress the value of your role in making it easy for financial professionals to understand and present Prudential's products to their clients.

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What personal qualities do you possess that would make you a successful Annuities Internal Wholesaler?

Identify qualities such as resilience, empathy, determination, and excellent communication skills. Provide examples that illustrate how these qualities have positively impacted your career and how they'll contribute to your role at Prudential.

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EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
April 11, 2025

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