Prudential

Director, Relationship Management

Posted on: 6 Jun 2021

Dubuque, IA

Job Description

The Role 

The Key Account Director serves as the account manager for key account clients in the assigned region in the Prudential Retirement organization. The position is responsible for driving book of business profitability through additional revenue opportunities and improving administrative efficiencies, delivering strategic client planning, achieving client satisfaction and long-term retention, and participating in the new business sales process. 

The Key Account Director is responsible for coordinating all participant marketing and support services for the assigned accounts, and anticipates and resolves the more complex problems. He/she understands the assigned accounts' requirements and proactively develops individualized business plans to meet the needs of clients and their intermediaries. Incumbent has a comprehensive knowledge of the retirement marketplace, assigned territory, retirement products/services and participant marketing campaigns. 

We will consider highly qualified candidates based anywhere in the U.S.

Qualifications - External

Minimum of 5+ years of experience in retirement sales and/or account management? 
Bachelors degree, or equivalent experience
Demonstrated consistent achievement of sales and client retention results in a competitive market environment? 
Superior communication skills (particularly oral and formal presentation)? 
Strong understanding of the retirement marketplace, distribution channels, and buying influences of middle and large market clients and intermediaries? 
Superior matrix management and partnering skills? 
Solid financial aptitude with a thorough understanding of business profitability levers, pricing, and investments? 
Open to new approaches and is adaptive and receptive to change
Strong negotiating and influencing skills? 
Must obtain FINRA Series 6 and 63 licensed, and state insurance license, within 120 days of hire 
Willingness to travel 30% of the time

Prudential

Newark, NJ

Prudential Financial, Inc., through its subsidiaries, provides insurance, investment management, and other financial products and services. It operates through PGIM, U.S. Workplace Solutions, U.S. Individual Solutions, and International Insurance divisions. The PGIM division offers an array of asset management and advisory services related to public and private fixed income, public equity and real estate, commercial mortgage origination and servicing, and mutual funds and other retail services to institutional, private, and sub-advisory clients, as well as to insurance company separate accounts, government sponsored entities, and the general account.

The U.S. Workplace Solutions division provides a range of retirement investment, and income products and services to retirement plan sponsors in the public, private, and not-for-profit sectors; and group life, long-term and short-term group disability, and group corporate-, bank-, and trust-owned life insurance in the United States, primarily to institutional clients for use in connection with employee plans and affinity groups.The U.S. Individual Solutions division develops and distributes individual variable and fixed annuity products, principally to the mass affluent and affluent markets; and individual variable, term, and universal life insurance products to the mass middle, mass affluent, and affluent markets in the United States.

The International Insurance division develops and distributes individual life insurance, retirement, and related products to the mass affluent and affluent markets in Japan, Korea, and other foreign countries, as well as middle income and mass affluent markets. The company offers its products and services to individual and institutional customers through its proprietary and third-party distribution networks. Prudential Financial, Inc. was founded in 1875 and is headquartered in Newark, New Jersey.