1+ months

Account Manager - REG0007I

Dubuque, IA 52001
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Primary Location United States-Iowa-Dubuque

The Account Manager is a client service role that focuses primarily on our emerging client segment which consists of client relationships with $20M in AUM and under. This individual will work in a national team structure and have complete oversight of the plans 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 Prudentials 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 Client Relations and Business Development organization.







  • Minimum of 1-3 years financial services experience required, with at least one year of customer facing experience
  • Retirement industry experience considered a strong plus
  • A college degree (Associates or Bachelors) or equivalent work experience
  • Strong communication skills in a virtual and in-person environment
  • Have crucial conversations with successful outcomes
  • Work effectively in a fast pace environment
  • 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%

Additional Qualifications: 

  • Positive attitude
  • Flexible
  • Team player
  • Ability to handle multiple tasks/manage competing priorities
  • Ability to work independently
  • Excellent interpersonal skills
  • Strong organizational skills
  • Creative problem-solving ability

@!*!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 companys 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. For more information please visit www.prudential.com.

Prudential is not accepting unsolicited resumes from search firms for this open position unless contracted with Staffing. Agencies must work with Staffing as the primary point of contact and follow the Prudential application process to be considered for business. All resumes submitted by search firms to any employee at Prudential via-email Internet or directly to hiring managers in any form without a valid written search agreement in place for that position will be deemed the sole property of Prudential and no fee will be paid in the event the candidate is hired by Prudential.
Note: Any search agreement entered into with Prudential before January 2004 is null and void. Search firms are essential to the recruitment and staffing efforts at Prudential and we value the partnerships we have built with our preferred vendors. Prudential has established and regularly maintains a preferred vendor list and even preferred vendors need to have a written search agreement signed by the Director Recruiting Programs Staffing at Prudential in place for the specific position in order for a fee to be paid for any candidate referrals.
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Posted: 2020-02-21 Expires: 2020-04-20

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Account Manager - REG0007I

Dubuque, IA 52001

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