Business Relationship Manager

2 weeks ago

Cape Town, Western Cape, South Africa Prudential Full time

Job Classification:
Sales - Sales

At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading financial services institutions


As a Business Relationship Manager, you will be responsible for coordinating and strengthening the business-to-business connectivity between Prudential and our annuity Independent Marketing Organization (IMO) distribution partners for the purposes of sales enablement and overall ease of doing business.


Responsibilities include, but are not limited to:
The current EWA for this position is Hybrid or Remote. Hybrid requires your on-site presence on a reoccurring basis as determined by your business.

Your manager will provide additional details relative to the specific number of days you are encouraged to be on location.

For Remote, while this position does not require your on-site presence on a regular basis, depending on business preferences, there may be occasions where you are required to be on-site at a Prudential office.


What you can expect:

  • Take the lead role in partnership with Operations leadership of our distribution partners to educate and promote operational/technology advances and identify key initiatives that can influence and improve business connectivity and client experience.
  • Identify, advance, and resolve systemic operational challenges that have potential to redefine business with our partner firms.
  • Understand and educate on specific workflows related to firm specific platforms for purposes of presenting sales processing nuances and product launch/accommodate plans.
  • Collect, track, and communicate our partner firms' workflow requirements and unique rules of engagement.
  • Take lead in understanding, presenting, and crafting business cases where appropriate for IMO specific initiatives that require system or workflow changes internally.
  • Partner with both internal and external Broker Dealer relationship management for operational needs pertaining to IMO channel sales via advisors with approved Broker Dealers.

What you'll need:

  • 8+ years of financial services experience 5+ years of IMO proven experience.
  • Knowledge of financial services operations and electronic order entry technology platforms. Annuity specific experience strongly preferred.
  • Experience working collaboratively and building rapport with all levels of management.
  • FINRA Series 6, 63, and State Insurance license required or ability to obtain within 180 days of hire.

It'd be a plus if you had:

  • Leadership presence with the ability to influence others.
  • Proven ability to think strategically, understand the big picture, and recognize downstream impacts.
Prudential welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.

At Prudential, you can:

Take charge of your career.


We equip and empower our employees to expand their skills and experience by using powerful learning, gigs, and job opportunities.

We offer a suite of services including 1:1 Career advice, on demand resources and networking to propel your career forward.


We're a global organization, full of outstandingly dedicated people who aren't afraid to think differently, challenge the status quo and take sensible risks along the way.

You will enjoy pushing boundaries as we build innovative technology that helps clients, customers and employees live their best lives.

You will have access to leadership and learning opportunities and the resources needed to take your career in any direction.

We will help you do your best work, offering flexibility, while delivering on our Purpose.

What we offer you:

-
Market competitive base salaries, with a yearly bonus potential at every level:


  • Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave:
-
Retirement plans:

  • 401(k) plan with company match (up to 4%)
  • Companyfunded pension plan
-
Wellness Programs to help you achieve your wellbeing goals, including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
-
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
-
Tuition Assistance to help finance traditional college enrollment toward obtaining an approved degree, many accredited certificate programs, and industry designations.
-
Employee Stock Purchase Plan:Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

Prudential

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