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Account Manager

Prudential Financial, Dubuque, IA

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The Account Manager is an client service role that will focus primarily on our emerging client segment which consists of client relationships with $10M in AUM and under. This individual will work in a national team structure, and have complete oversight of the plan's 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 Prudential's 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 of experience required, with at least one year of customer facing experience. Financial services preferred; retirement experience considered a strong plus.
  • A college degree (Associates or Bachelors) or equivalent work experience
  • Communicate 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
  • Ability to work independently
  • Excellent interpersonal skills
  • Strong organizational skills
  • Creative problem solving ability


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Job Details

Req Num REG0006U
ID 613737
Dubuque, IA
Positions 1
Full Time
Pay --

Preferred Candidates

Years of Experience 1-2 Years
Education --

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