Account Manager at Prudential Ins Co of America in Dubuque, Iowa

Job Description:

Job Classification:

Our Business

For over 100 years, Prudential’s diverse and talented employees have been committed to helping customers and their families grow and protect their wealth through a variety of products and services.   We are known for delivering on our promises and are recognized as a trusted brand and one of the world’s most admired companies.

The Business

This position sits in the Client Relations & Business Development (CR&BD) portion of the Retirement Business.  CR&BD is the hub for Plan Sponsor and client relationships.  It is our responsibility to build deep, trustworthy relationships with our clients to help drive the business forward, and to assist our clients in establishing strong Financial Wellness outcomes for their participants. 

The Team

The team consists of two subsets of associates.  Client Service Managers, who support our larger clients (generally $75m in Aum and above) and the Account Managers.

The Role

This Account Manager position is a client service role that focuses primarily on client relationships with $10M in AUM and under. This individual will work in a high volume, national team structure and have complete oversight of the plan’s daily administration and serve as a liaison between their clients/advisors and internal partners. 

Key responsibilities of the Account Manager Role are to:

• Respond to client requests via phone and email


• Negotiate services, fees, and pricing with support from business partners


• Facilitate client meetings in a virtual environment


• Persuade clients/advisors to modernize their administration


• Influence clients and advisors to utilize Prudential's Website tools and resources to self-serve

A successful Account Manager who can demonstrate results in this role will have the opportunity for career advancement within the Client Relations and Business Development organization

Your Expertise

What you’ll need to succeed:

• Minimum of 1-3 years financial services experience required, with at least one year of customer facing experience


• A college degree (Associates or Bachelors) or equivalent work experience


• Ability to communicate in a virtual and in-person environment


• Experience with crucial conversations with successful outcomes


• Work effectively in a fast paced, high volume environment 


• Ability to handle multiple tasks and work independently


• Excellent interpersonal skills


• Strong organizational skills


• Creative problem-solving ability


• FINRA Series 6, 63 and home State Life Insurance License within 120 days of employment (employment is conditional upon securing these licenses)


• Ability to travel up to 10% of the time

It’d be a plus if you have:

• Retirement industry experience considered a strong plus

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

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, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law. 

The Prudential Insurance Company of America, Newark, NJ and its affiliates.

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.

PEOPLE WITH DISABILITIES:
If you need an accommodation to complete the application process, which may include an assessment, please call (800) 433-8960, prompt 4 or email accommodation.h&w@prudential.com.

Please note that the above number and email are solely for individuals with disabilities requesting an accommodation.  If you are experiencing a technical issue with your application or an assessment, please email careers@prudential.com to request assistance.