Prudential - Chicago, US-IL (Greater Chicago Area)
Job Description
Prudential Financial, Inc. (NYSE: PRU), a financial services leader with approximately $1.005 trillion of assets under management as of September 30, 2012, has operations in the United States, Asia, Europe, and Latin America. Prudential's diverse and talented employees are committed to helping individual and institutional customers grow and protect their wealth through a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds and investment management. In the U.S., Prudential's iconic Rock symbol has stood for strength, stability, expertise and innovation for more than a century. For more information, please visit http://www.news.prudential.com/.Dedicated Life Consultant (DLC)
Responsible for the sale of Individual Life Insurance products through financial advisors located in wirehouses, banks, identified independent broker dealers and P&C agencies. This includes both wholesaling and point of sale activities with a clear emphasis on point of sale.
Responsibilities:
- Accountable for sales results within assigned territory through financial advisor relationships– includes assisted (point of sale) and unassisted sales activity, primarily through a point of sale focus.
- Develops/executes individual sales plan.
- Expected to meet or exceed annual sales goal.
- Responsible for meeting assigned activity requirements (for example, assisted sales calls with financial advisors) and firm production goals.
- Demonstrates thorough knowledge of Prudential's products, services and programs and effectively uses this knowledge to compete/sell in the marketplace.
- Identifies potential financial advisors within assigned territory and creates sales opportunities.
- Provides initial and on-going training to financial advisors within the territory in the use/sale of Prudential’s products/services.
- Presents financial advisors with sales ideas to assist them in selling Prudential’s products and meets with clients where appropriate.
- Practices effective expense management; completes and submits accurate expense reports in a timely manner.
- Functions as an effective liaison between the Home Office and the financial advisor with regard to underwriting, commissions, customer service, licensing questions, etc.
- Uses and keeps up-to-date all sales activity and calendar.
- Misc duties as required by Divisional Vice President (DVP)
Desired Skills & Experience
- Thorough knowledge of advanced sales concepts and life insurance marketplace
- Strong presentation and seminar selling skills
- Ability to build and manage relationships effectively
- Ability to work with other financial professionals on joint sales calls
- Ability to motivate and influence others
- Demonstrates adaptability and resourcefulness
- Leverages organization, business and financial knowledge
- Bachelor’s Degree or equivalent experience
- Life & Health/Series 6 & 63 licensed
- Successful track record of life insurance sales experience required
- Professional designations (e.g., CFP, CLU, ChFC) preferred
- Position requires 90% + travel (regional driving distance travel)
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