Prudential Financial

Annuities External Wholesaler, Bank/Wire Channel (Greater NYC)

Prudential Financial • $110K — $130K *
US-AnywhereRemote in New York, US
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of financial services sales experience required.
  • Proven track record selling annuities and retirement solutions.
  • Experience working closely with financial advisors and wealth management professionals.
  • Strong knowledge of fixed and variable annuity products.
  • FINRA Series 6 or 7 and Series 63 required, along with necessary insurance licenses.
  • Excellent communication and relationship management skills needed.
  • Bachelor's degree or equivalent experience preferred.

Responsibilities

  • Develop and execute sales strategy for fixed and variable annuities.
  • Cultivate and maintain relationships with financial advisors and partners.
  • Conduct engaging product and retirement presentations to financial advisors.
  • Provide point-of-sale support to enhance retirement planning discussions.
  • Utilize market and competitive knowledge to identify sales opportunities.
  • Collaborate with Internal Wholesalers to optimize territory strategies.
  • Manage travel schedule and maintain consistent communication with advisors.

Benefits

  • Market competitive base salary with bonus potential.
  • Comprehensive medical, dental, and vision insurance.
  • 401(k) plan with company match and pension plan.
  • Wellness reimbursement program.
  • Work/life resources for various personal needs and career development.
  • Education benefits to support degree and certification pursuits.
  • Employee Stock Purchase Plan with discounted shares.
Full Job Description

Job Classification:

Sales - Sales

Prudential9s Individual Retirement business is seeking a results-oriented External Wholesaler to grow fixed and variable annuity sales across the Bank/Wire channel in Greater New York City. Reporting to a Divisional Sales Manager, this role combines strategic territory development, relationship management and point-of-sale support to help financial advisors address clients9 retirement income needs.


The current employee work arrangement for this position is fully virtual, however individuals must currently reside in the territory, as travel through the assigned territory is required.


What you can expect:

  • Develop and execute a territory sales strategy to grow Prudential fixed and variable annuity production across the assigned Bank/Wire channel.
  • Build, deepen and sustain relationships with new and existing financial advisors and key distribution partners.
  • Deliver compelling product, market and retirement-income presentations that connect Prudential solutions to advisor and client needs.
  • Provide point-of-sale support that helps advisors position annuity solutions within holistic retirement planning conversations.
  • Use knowledge of financial markets, competitive dynamics, and advisor needs to identify opportunities and adapt sales priorities.
  • Partner closely with an aligned Internal Wholesaler to execute territory strategies, identify opportunities, and deepen advisor engagement.
  • Manage a high-travel regional schedule while maintaining consistent follow-through, communication, and sales discipline.

What you9ll need:

  • Strong financial services sales experience.
  • Experience selling annuities, retirement income, or wealth management solutions through advisor distribution channels.
  • Experience working with financial advisors, registered representatives, or wealth management professionals, with strong knowledge of fixed and variable annuity products, retirement income strategies, and advisor-based distribution channels.
  • Proven ability to develop territory business plans, execute sales strategies, and drive production results.
  • FINRA Series 6 or 7 and Series 63 registrations, plus required resident and/or non-resident state insurance licenses as defined by the territory.
  • Excellent communication, presentation, and relationship-management skills, with the ability and willingness to travel extensively throughout the territory (approximately 80%).
  • Bachelor's degree or equivalent work experience.

Itd be a plus if you had:

  • Demonstrated success growing annuity sales within a geographically dispersed Bank/Wire channel.

Prudential welcomes all applicants, even if you don9t meet every requirement. If your skills align with the role, we encourage you to apply.


At Prudential, you can:

Take charge of your career. 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 such as on demand resources and networking to propel your career forward.


Were a global organization, full of outstandingly dedicated people who aren9t 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).

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.

About Prudential Financial

Prudential Financial is a financial services company that specializes in the fields of investment management, life insurance, and retirement benefits. It focuses on helping individuals and institutional customers to grow and protect their wealth. The company also offers an inclusive work environment where employees can develop to their full potential, and give back to the communities where they live and work. Prudential Financial was founded in 1875 and headquartered in Newark, New Jersey.

Prudential Financial Careers

Join the esteemed ranks of Prudential Financial, a global leader in financial services, where your career is nurtured, your innovation valued, and your professional growth guaranteed. Work You’ll Do At Prudential Financial, we are committed to helping individuals and businesses tackle their financial challenges with robust solutions. As part of our team, you will lead efforts to innovate and expand our services, ensuring that we remain at the forefront of the financial industry. Transform the financial landscape with your expertise and join a team where diversity, leadership, and personal growth are not just encouraged but actively fostered. With Prudential Financial, you position yourself at the nexus of finance and cutting-edge innovation. Collaborate with a global network of professionals, dedicated to steering clients through their financial journeys with precision and foresight. Our culture thrives on teamwork, leadership, and a shared commitment to excellence. Prudential Financial Job Opportunities We are actively hiring and have a variety of job opportunities designed to bring out the best in each employee. From entry-level positions to leadership roles, Prudential Financial offers a path for every ambitious professional eager to make an impact in the financial sector. Do Innovative Work Join our team of over 40,000 professionals worldwide, working together to reshape the future of finance. At Prudential Financial, your skills in networking, strategic thinking, and leadership will drive change and foster an environment of continuous innovation and growth. Internship Programs Kickstart your career with a Prudential Financial internship. Our programs offer invaluable industry insights and hands-on experience, making them a perfect starting point for students and recent graduates eager to make their mark. Benefits and Culture Prudential Financial is not just about professional achievements but also about personal well-being. Our employees enjoy comprehensive benefits, including health, life, and disability insurance, retirement plans, and generous paid time off. More than just benefits, our company culture is built on mutual respect, inclusivity, and the collective pursuit of excellence. Future-Proof Your Career With Prudential Financial, career advancement is a reality. We provide extensive training and development programs, including leadership and diversity training, to ensure you are always ahead of the curve. Explore Discover how Prudential Financial leads the way in financial innovation and client service. Read more about our latest projects and the impact they have on our clients and the industry. Stay Connected Join Our Team Search open positions that match your skills and interests. We are looking for passionate, curious, and solution-driven team players. Explore Prudential Financial jobs today and find where you fit in our dynamic team. Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. Job Alert Emails Customize your subscription to receive job alerts, the latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at Prudential Financial.
Learn more about Prudential Financial
Size
88 employees
Market Cap
$36.2 billion
Industry
Net Income
-$374 million
Founded
1875
5 Year Trend
+3.8%
Revenue
$57 billion
NASDAQ

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