About this role
This role drives growth and enhances Prudential’s presence in the IMO channel by identifying new opportunities, building strategic IMO relationships, and delivering solutions for intermediaries. It also supports fixed annuity expertise and helps create sales training programs for intermediary partners.
Key Responsibilities
- Achieve sales and growth targets through a business plan
- Develop and cultivate IMO relationships for long-term revenue growth
- Collaborate cross-functionally to align on financials and competitive intelligence
- Provide fixed annuity subject matter expertise to guide strategic decisions
- Create and deliver sales training programs for intermediary partners
Technical Overview
The role is commercial and market-focused rather than technical, emphasizing fixed annuity distribution strategy within the IMO channel. It requires cross-functional coordination across Product, Technology, Marketing, Operations, Service, and Legal & Compliance to support competitive intelligence, product prioritization, and compliant sales execution.
Ideal Candidate
The ideal candidate is a senior sales professional with 5-7 years of financial services sales experience specifically in the IMO channel. They have demonstrated expertise in the Fixed Annuity market, strong communication skills, and experience building partnerships with Broker Dealers, Intermediaries, and Independent Insurance Agents while driving growth targets and training intermediary partners.
Must-Have Skills
5-7 years of financial services sales experience within the IMO channelDemonstrated knowledge of annuities and related conceptsExpertise in the Fixed Annuity marketAbility to achieve sales and growth targetsConfident with strong written and verbal communication skillsWillingness and ability to operate in fast pace andat timeambiguous environmentEnsure all activities comply with relevant regulations
Required Skills
IMO channel growthsales and growth targetsbusiness plan developmentrelationship developmentstrategic partnershipscross-functional collaborationFixed Annuity market expertisecompetitive intelligenceproduct support and prioritizationtraining and developmentsales training programsannuities knowledgeregulatory compliance
Hard Skills
IMO channel growthSales and growth targets achievementBusiness plan developmentSales and growth KPI managementRelationship development with IMO'sStrategic partnerships developmentCross-functional collaborationFixed Annuity market expertiseCompetitive intelligenceProduct support and prioritizationTraining program creation and deliverySales training programs for intermediary sales partnersUnderstanding annuities and related conceptsRegulatory compliance knowledge (implied by compliance requirements)Legal & Compliance partnership
Soft Skills
Entrepreneurial spiritAbility to operate in fast-paced environmentComfort in ambiguous environmentStrong written and verbal communication skillsConfident communicatorFlexibilityTactfulCollaboration across ProductTechnologyMarketingOperationsServiceand Legal & ComplianceLong-term relationship building and consistent communicationOwnership and drive
Keywords for Your Resume
Prudential AnnuitiesDirectorSenior Account ManagerIMOIMO channelVice President of IMO Relationship ManagementSales and Growth Targetsbusiness planInternal Sales AssociateKPIsgrowth targetsrelationship developmentstrategic partnershipsintermediariesBroker DealersIntermediariesIndependent Insurance Agentscross-functional collaborationProductTechnologyMarketingOperationsServiceLegal & ComplianceProduct SupportSubject Matter ExpertiseFixed Annuity marketcompetitive landscapeenterprise developmentethical standardsregulationssales training programsFixed product portfolioannuity marketfinancial services sales experiencesales and growth targets
Deal Breakers
Must have 5-7 years of financial services sales experience within the IMO channel, Must have demonstrated knowledge of annuities and related concepts, Must be able to operate in a fast-paced, sometimes ambiguous environment
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