Client Relationship Mgr Job Listing at Prudential in shelton, CT

Insurance, Finance

Responsibility for supporting the Annuities sales process and sales account managers with tactical execution of clients' account strategies and initiatives. Key activities include: Meeting with operations relationship contacts, attending conferences, providing wholesaler communication and training, and completing sales analyses to uncover sales opportunities. Interface to clients' suitability desks, internal sales desks and PRU internal and external sales teams. May serve as primary project/program coordinator with internal business partners in support of key account strategies. Coordinate and partner with service to resolve operational and back-office issues and projects in support of operational efficiencies and to improve ease of transacting business with third party firms as needed. Incumbents typically have:. Series 6 and 63 licenses. Several years investment product marketing and service experience. A good working knowledge of the firm's products and services. Strong communication skills

• Series 6 and 63 licenses
• Several years investment product marketing and service experience
• A good working knowledge of the firm's products and services