Retirement Senior Relationship Manager
Posted on: 14 Jun 2021
El Segundo, CA
Job Description
Responsibilities include, but are not limited to:
Manage a book of business of clients generally ranging from $20 million in assets to $75 million in assets.
Lead overall client service team (comprised of various experts from within Prudential).
Drive profitable revenue from assigned book of business and identify "second" sales in order to achieve revenue goals.
Introduce new products and services to clients and advisors through "Rock Solid" framework (Plan Design, In Plan Income, Financial Wellness).
Maintain revenue and asset persistency goals.
Support New Business sales activity such as sales finals presentations.
Work daily in Salesforce (Pruforce) and Power BI to identify and focus on opportunities and risks.
Deliver executive business plans and investment reports to clients and their advisors (Plan Health) as a foundation to drive results.
Maintain and enhance relationships with existing Institutional clients.
Coordinate marketing, sales, and support services for assigned Institutional accounts.
Retain a solid understanding of assigned clients’ requirements and develop programs to meet these expectations.
Possess excellent communications skills and a solid knowledge of Prudential's products and services.
Drives toward improving plan health through Prudential offerings, including investment management solutions and retirement product features.
Independently partners with key business partners across Prudential.
Manages sensitive issues and client service remediation.
Qualifications:
3+ years of experience in the Retirement/Financial Services industry required
Defined Contribution experience required
FINRA Series 6, 63, and State Life Insurance licensing is required or must be obtained within 120 days of hire
Expert knowledge of the retirement industry, relevant investment products, and competitive environment, including intermediaries
Excellent leadership, negotiation, organizational, problem solving, verbal and written communications, listening, and presentation skills
Proven track record of positive revenue, revenue growth, referenceable and health of client and intermediary relationships
Ability to consult on multiple product lines and manage multiple priorities or projects
Up to 40% travel required
Bachelor’s degree or equivalent required
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.
-
IndustryInsurance
-
No. of Employees50,492
-
Website
-
Jobs Posted2329
