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Director, Advanced Planning
4 months ago
Prudential Ins Co of America
Director, Advanced Planning
Newark ,
New Jersey
Apply Now
Job Classification:
Marketing & Communications - Marketing
Advanced Planning Internal Director (Remote)
In this role the primary responsibility is to provide high level advanced planning support to our distribution partners in conjunction with the sale of annuity products in the areas of retirement planning, estate planning, financial and tax planning and general tax/legal issues relating to such areas. The primary job functions and areas of expertise include: expert casework assistance; in-depth knowledge of advanced planning concepts and techniques which typically requires a JD, CPA, or extensive work experience in given discipline, the creation of written marketing and sales concept materials, in depth product and concept knowledge to use advanced planning software; good presentation, training and communication skills. Conducts technical analysis of new advanced planning ideas/positioning. Conducts technical tax and legal research and writing, as needed, for casework or development of advanced planning concept materials. Stays abreast of legislative and/or tax changes that affect concepts discussed. In addition, the individual may be responsible for presenting to our distribution partners or internally on a variety of advanced planning topics through webinars or in person presentations.
Responsibility Description
Providing one-on-one case consultation and case design services for Prudential wholesalers and third-party producers to help implement various retirement, financial, tax and estate planning concepts and strategies in connection with the sale of annuity products. (60%)
Stay current on legislative and tax changes that could affect retirement planning for the annuity industry. Maintain and expand knowledge and establish ongoing expertise on market trends that could affect the industry. Provide technical expertise and guidance regarding legislative and tax changes that could affect the annuity industry. (10%)
Develop/Write marketing, sales and educational materials for producer, client and/or internal use relating to advanced planning strategies and concepts and in response to legislative changes. (15%)
Conduct in person or virtual presentations on advanced planning topics. (15%)
Functional Knowledge
- 7-10 years of financial services experience
- JD degree and/or other specialized designation (e.g., MBA/CPA/CFP/CLU/ChFC) preferred or extensive work experience in given field
- Extensive knowledge of retirement, estate and tax planning concepts and strategies
- Excellent technical research and writing skills
- Ability to communicate effectively in both oral and written communication with producers and adept at presenting sophisticated topics in simplified terms
-Proven understanding of advanced planning concepts
-Expertise in the creation of written marketing and sales concept materials
-Knowledge of annuity products
-Strong problem solving, organizational skills and the ability to prioritize multiple projects simultaneously
- FINRA Series 6 and 63 (or must be acquired within 180 days of hire)
#LI-IN
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $148,800.00 to $201,200.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.
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...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
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