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Retirement Counselor

Prudential Financial

1 Positions

ID: R-104807

Posted On 11/12/2021

Job Overview

Job Classification:

Sales - Sales

The Role

This position is responsible for counseling plan participants on distributions options within a call center environment in Prudential Retirement. The Retirement Counselor will proactively reach out to prospects through outbound calls and handle in-bound calls from participants who are looking to discuss distribution and rollover options. This position must have a strong knowledge of defined contribution plans, distribution options and a superior understanding of individual retirement products/services and investment options.

Daily Responsibilities:

  • Counseling participants through timely outreach to participants in pipeline and effectively communicating options and withdrawal strategies
  • Manages both inbound call and outbound call activities and prioritizes based on high value opportunities
  • Provides guidance to Prudential terminating prospects and advises them of their distribution options
  • Partners with participant lead sources (i.e. Client Services, Key Accounts) to attract additional prospects into the pipeline
  • Oversees prospects' paperwork processing through Sales Associates and Operations to ensure expedited processing and reduced sales cycle times
  • Achieve holistic counseling by probing clients for outside financial assets and other financial needs
  • Assist clients in effectively consolidating outside financial accounts
  • Supports on-site distribution events as needed

This position can be worked from our Dubuque, IA, Scranton, PA, Dresher, PA Shelton, CT, Hartford, CT, Jacksonville, FL, Plymouth, MN or Scottsdale, AZ office and will cover 10:00AM - 6:00 PM Eastern preferably.

Your Expertise

What you'll need to succeed:

  • FINRA Series 7 and 63 are required
  • State insurance licenses required within 120 days of hire
  • 3 - 5 years of retail sales and/or service experience in Retirement or Financial Services industry; focus on individual retirement consulting preferred
  • Demonstrated success building rapport with participants in an inbound and outbound call center environment
  • Demonstrated superior consultative skills to individuals with the ability to effectively manage pipeline efficiently work with a large number of participants.
  • Excellent understanding of defined contribution plans, participant distribution options
  • Superior understanding of individual retirement products and services
  • Solid understanding of the retirement saving behaviors of participants
  • Strong financial aptitude with a thorough understanding of investment products and services
  • Superior verbal and written communication skills

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

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 www.prudential.com 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, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law. 

The Prudential Insurance Company of America, Newark, NJ and its affiliates.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at staffingagencies@prudential.com for more information about doing business with Prudential.

PEOPLE WITH DISABILITIES:
If you need an accommodation to complete the application process, which may include an assessment, please call (800) 433-8960, prompt 4 or email
accommodations.hw@prudential.com.

Please note that the above number and email are solely for individuals with disabilities requesting an accommodation.  If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

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Primary Contact

12195

Kelli Wagner

Staffing Specialist, Dubuque, IA

563-556-5364

Phone

Phone

Phone

Fax

kelli.wagner@prudential.com

Email

True

False

True

Job Details

Categories

Insurance

Location

Dubuque, IA

Job Type

Employee

Full/Part

Full Time


Qualifications

Experience

5-10 Years

Company ID

1346

Job REQ #

R-104807

# Positions

1

Start Date

20211112

End Date

20220217

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Prudential Financial

About the Company

For more than 140 years, Prudential has delivered products and services that help address the financial challenges of individual and institutional customers. Today, with operations in the United States, Asia, Europe and Latin America, Prudential is among the world’s largest financial services companies. Building your career at Prudential offers you the opportunity to truly make a difference.