Director Advanced Planning - Western United States

Profile

Director, Advanced Planning

The candidate will conduct 5 to 10 public presentations a week on subjects including annuities, IRAs, retirement, estate and tax planning. Will deliver the highest quality sales support to our sales offices and distribution partners with support focused on sophisticated sales concepts and case designs. Maintain calendar so 70-80% of the time is in the field in an assigned territory. Prepare presentations, marketing material and sales ideas on matters that could affect the retirement and financial planning industry. Maintain and expand knowledge and establish ongoing expertise on market trends that could affect the retirement and annuity industry. Stay current on legislative and tax changes that could affect the retirement and annuity industry. Provide case consultation on the estate, retirement and tax planning. Provide technical expertise and guidance regarding tax laws issues. Design, develop, write, train and present Advanced Planning concepts. Drive and dramatically improve awareness regarding the need for financial and tax planning. Provide proactive strategic marketing ideas/concepts in partnership with our marketing teams to drive increased awareness and facilitate profitable growth. Establish a reputation of being an industry thought leader. Author article(s) for publication in financial magazines and periodicals. Work with business leaders and managers across Prudential Annuities Sales & Distribution to identify skills gaps, and coaching opportunities and to develop/design Advanced Planning solutions. Drive ongoing advanced planning needs analysis, design, scripting, development, assessment, implementation and evaluation to ensure alignment with business strategy. Provide technical and cognitive support to the Continuing Education department, including creating and delivering presentations. Serve as the Project Manager for strategic, high-impact training initiatives regarding advanced planning topics, as assigned. Serve as the relationship manager with primary internal customers including external and internal sales, marketing, tax and legal department.

Additional Information

ID: R-111476

Company info

Prudential Financial, Inc
2910 East Camelback Rd Suite 200
Phoenix
Arizona
United States 85016
Website : http://www.prudential.com