PGIM

www.PGIM.com

1 Job

3,104 Employees

About the Company

PGIM is the asset management business of Prudential Financial, Inc.* (PFI). PFI has a history that dates back over 145 years and through more than 30 market cycles.** With 42 offices in 19 different countries and jurisdictions, our more than 1,400+ investment professionals are located in key financial centers around the world. As a leading global asset manager, with $1.39 trillion in assets under management,*** PGIM is built on a foundation of strength, stability and disciplined risk management, striving to deliver industry-leading strategies and solutions to clients. Our firm is comprised of autonomous asset management businesses, each specializing in a particular asset class with a focused investment approach. This gives our clients diversified solutions with global depth and scale across public and private asset classes, including fixed income, equities, real estate, and alternatives. *Prudential Financial, Inc. of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. **Represents PFI's asset management expertise through PGIM, its affiliates and its predecessors. A market cycle refers to the fluctuations of the economy between periods of growth and recession. For additional information related to market cycles, visit: www.nber.org. ***AUM as of March 31, 2025. Important disclosures regarding your use of this LinkedIn page can be found at - PGIM.com/Disclaimer

Listed Jobs

Company Name: PGIM
Job Title: Senior Research & Proposals Specialist
Job Description: **Job Title:** Senior Research & Proposals Specialist **Role Summary** Lead a team of 4‑5 Sales Support Associates to deliver timely, accurate proposals for life, disability, supplemental health, and Medical Stop Loss group insurance products. Act as liaison between sales, account management, and internal partners to ensure seamless proposal processes, continuous improvement, and compliance adherence. **Expectations** - Deliver high‑quality proposals that meet sales and customer persistence goals. - Foster a productive, trained, and engaged support team. - Ensure consistent, compliant processes across client relationship and sales functions. - Resolve escalated issues efficiently, maintaining service excellence. **Key Responsibilities** - Manage, supervise, and develop a Sales Support team (4‑5 members). - Provide coaching, training, and performance feedback to team members. - Coordinate proposal creation, submission, and follow‑up for assigned accounts. - Maintain and update SOPs, job aids, and documentation. - Monitor compliance policies, product knowledge, and system usage. - Collaborate with Sales Support Manager and broader Client Relationship Management to align processes. - Improve workflow and service delivery through data analysis and process optimization. - Act as escalation point for proposal and broker system issues; partner with strategic partners to resolve system defects. - Track metrics, compile reports, and communicate results to leadership. **Required Skills** - Strong interpersonal & communication skills. - Attention to detail and high accuracy in documentation. - Ability to multitask, set priorities, and meet deadlines. - Leadership and team‑development experience. - Proficient in sales support and proposal systems (Prudential platforms, broker inbox processes). - Knowledge of compliance and regulatory requirements in insurance sales. - Problem‑solving and process‑improvement mindset. **Required Education & Certifications** - Bachelor’s degree in business, finance, or related field, or equivalent work experience. - Leadership experience preferred; formal certification in project or team management (e.g., PMP, Certified Manager) is advantageous but not mandatory.