Account Manager Account Manager …

in Chicago, IL, United States
Permanent, Full time
Be the first to apply
in Chicago, IL, United States
Permanent, Full time
Be the first to apply
Account Manager
Key Account Manager - Retirement

Our Business

For over 100 years, Prudentials diverse and talentedemployees have been committed to helping customers and their families grow andprotect their wealth through a variety of products and services.   We are known for delivering on our promisesand are recognized as a trusted brand and one of the worlds most admiredcompanies.

Prudential Retirement, a division of PrudentialFinancial, Inc., delivers retirement plan solutions for public, private, andnonprofit organizations. Services include defined contribution, defined benefitand non-qualified deferred compensation recordkeeping, administrative services,investment management, comprehensive financial wellness employee education andcommunications, and trustee services, as well as a variety of products andstrategies, including institutional investment and income products, pensionrisk transfer solutions and structured settlement services.

The role

The Key Account Manager is typically assigned mid-sized to largeInstitutional accounts and is responsible for client satisfaction, revenuegrowth, retention, multi-year strategy development and delivery and drivingprofitability. This role leads client and intermediary visits for investmentreviews, plan design, and optimal plan usage across multiple plan types, andregularly participates in sales finals to create future business opportunityand growth. You would also proactively lead the service relationship acrossinternal business units to anticipate and resolve complex issues. Additionalresponsibilities include:

  • Maintain and enhance relationships withexisting Institutional clients

  • Coordinate marketing, sales and supportservices for assigned Institutional accounts

  • Retain a solid understanding of assigned clientsrequirements and develop programs to meet these expectations

  • Possess excellent communications skills and asolid knowledge of Prudential's products and services

  • Drives toward improving plan health throughPrudential offerings, including investment management solutions and retirementproduct features

  • Independently partners with key businesspartners across Prudential

  • Manages sensitive issues and client serviceremediation

This specific position will be responsible for managing client relationshipsfor an assigned book of clients in our Corporate & Healthcare markets.

Ideal locations for this position: Chicago, Dubuque,Irvine, Los Angeles, Hartford, Scranton

Your Expertise

What youll need to succeed:

  • Bachelor's degree is preferred

  • Minimum of 5 years of experience in financialservices is required  

  • Obtain FINRA Series 6 or 7, 63. Life &Variable annuity licenses required within 90 days of hire

  • Intermediary relationship experience is required

  • Excellent leadership, negotiation,organizational, problem solving, verbal and written communications, listening,and presentation skills

  • Expert knowledge of the retirement industry,relevant investment products, and competitive environment,including intermediaries

  • Proven track record of positive revenue,revenue growth, referenceable and health of client and intermediaryrelationships

  • Ability to consult on multiple product lines

  • Adept at managing multiple priorities orprojects

  • Travel required: Up to 30%

Primary Location: United States-Illinois-Chicago
Work Locations:
Job: Account/Relationship management
Organization: Prudential Financial, Inc.
Schedule: Full-time
Travel: Yes, 25 % of the Time