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Assistant Director, Sales (New York/Chicago)


Chicago, IL
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Job Details

Position Title: Assistant Director, Sales (New York/Chicago)
Job Code: 394178
Job Location: Illinois-Chicago
Primary Objective and Purpose:  To drive pipeline development, deal strategy, and territory maintenance in the pursuit of sales goal attainment
  • Provide direct support to Sales Representatives in assigned territory 
  • Work in partnership with Sales Representatives to successfully develop and execute business plan for territory
  • Acts as primary point of contact with internal partners in order to effectively execute business plan (i.e. Business Review, Request for Proposal, Investments, Finance, Marketing, Compliance) 
  • Collaborates with pricing and investments on initial strategy and positioning of investment and fees
  • Drives deal underwriting and strategy by thorough due diligence and deal evaluation  
  • Develop and maintain strong intermediary and plan sponsor relationships to identify pipeline opportunities via concentrated calling/emailing efforts and strategic marketing initiatives  
  • Serves as project lead for all Request for Proposals, pricing requests, presentations, and site visits
  • Participates in presentations and site visits, as needed; in addition to internal mock presentations for professional development
  • Creates comprehensive deal briefing and participates in finals and post win strategy sessions
  • Conduct industry/competitive research including analysis and industry trends against the current retirement environment
  • Maintain/update sales opportunity information in centralized database to ensure quality of sales reporting, commissions, compliance and data governance 
  • Monitors 800 line
  • Support ad hoc projects, as needed

  • Minimum of 3-5 years of financial services experience, preferably in the Retirement Industry
  • Motivated, self-starter, ability to work independently and creatively, thrives in a Sales Support environment
  • Must be highly organized, detail oriented, proactive and resourceful
  • Demonstrated ability to perform multiple tasks and achieve superior results in a Sales support environment
  • Excellent partnering, influencing and negotiation skills
  • Willingness to take on stretch assignments with an open minded and innovative approach
  • Outstanding communication skills (verbal, written and presentation)
  • FINRA Series 6, 63 and life licensing are required within 120 days after hire date
  • Bachelor’s Degree preferred

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 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, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at for more information about doing business with Prudential.
Job Function: Sales
Schedule: Full-time
Apply on the Company Site

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