Annuities Inbound Sales Consultant
Core
Inbound sales professional supporting financial advisors with product inquiries, data, and illustrations for Prudential annuity solutions.
Role type
Inbound Sales Consultant (Financial Services)
Builds
Prudential annuity products and retirement strategies
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
consultative selling, product knowledge, data analysis, client relationship management, regulatory compliance
Preferred skills
self-motivation, verbal communication, written communication, flexibility, resourcefulness
Technologies
CRM systems, financial illustration tools, email platforms
Responsibilities
Field daily phone calls and respond to emails from financial advisors, deliver detailed responses on product features and performance data, provide back-up coverage to Internal Wholesalers, engage existing or prospective financial professionals with consultative selling techniques, receive ongoing coaching and mentoring.
Seniority
Entry-level to Mid-level, individual contributor