Dedicated Life Consultant - Northern California - Prudential - California
Why Join Prudential?
Prudential is a company of smart, ambitious professionals working together across a multitude of disciplines. Together, we are building a better financial future for our customers and our communities around the globe. At Prudential, we understand that a company is only as good as its people. This simple fact is central to all that we do. We call it “the Talent Mindset” – a company-wide commitment to attract and develop the dedicated professionals whose insights, innovation, and hard work fuel our success and make us a global leader in financial services.
As a Dedicated Life Consultant (DLC) in Individual Life Insurance, you will become a significant part of our expanding Institutional Distribution Channel. You will increase sales of individual life insurance products primarily through Edward Jones financial advisors as well as other accounts as assigned. You will engage in both wholesaling and point of sales activities with an emphasis on point of sale. You will interact predominantly with financial advisors whose primary business is the sale of financial products other than life insurance. This is one position covering California.
Responsibilities:
Accountable for sales results within assigned territory through financial advisor relationships, including assisted (point of sale) and unassisted sales activity, primarily through a point of sale focus
Develop and execute individual sales plan to meet or exceed annual sales goal
Meet assigned activity requirements (e.g., assisted sales calls with financial advisors) and firm production goals
Demonstrate thorough knowledge of Prudential's products, services and programs, and effectively use this knowledge to compete/sell in the marketplace
Identify potential financial advisors within assigned territory and create sales opportunities
Provide initial and on-going training to financial advisors within the territory in the use/sale of Prudential’s products and services
Present financial advisors with sales ideas to assist them in selling Prudential’s products and meet with clients when appropriate
Practice effective expense management; complete and submit accurate expense reports in a timely manner
Effective liaison between the Home Office and financial advisors with regards to underwriting, commissions, customer service, licensing questions, etc.
Maintain up-to-date calendar and record of all sales activity
Miscellaneous duties as required by Divisional Vice President (DVP)
We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.
Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at staffingagencies@prudential.com for more information about doing business with Prudential.
