Prudential jobs in wi virtual office

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"locations": ["10000 W Innovation Drive, Wauwatosa, WI", "Wauwatosa, WI, USA"], "hot": 0, "department": "Pru Advisor - Field Sales", "business_unit": "Unknown", "t_update": 1611077860, "t_create": 1610668800, "ats_job_id": "R-100255", "display_job_id": ["R-100255"], "type": "ATS", "id_locale": "R-100255-en", "job_description": "Financial Professional Associate Career Summary Summary The Financial Professional Associate career with Prudential Advisors is multifaceted. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Professionals whose goal is to successfully help their clients achieve financial goals. The Financial Professional Associate will participate in a comprehensive development program that is ongoing throughout their career and designed to offer many future career choices. Those choices include (among others) becoming a solution specialist, a fee based financial planner, or progressing into a leadership role and leading a team of advisors. Overall Responsibilities Consult with clients to create needsbased solutions to help clients meet their financial goals by applying a combination of investment, protection and retirement planning strategies Build a loyal client base by networking, target marketing and excellent customer service Assist existing Prudential clients through our lead generation programs Work in a team environment to assemble the best possible solutions for our clients Essential Career Functions A successful Financial Professional Associate at Prudential Advisors can master the complexities of our industry. They will understand how changes in our industry and the world can affect the recommendations we make to our clients. A day in the life of a Financial Professional Associate may include the following: Developing marketing strategies to continually engage existing clients and prospect for potential clients Analyzing information gathered from client meetings and developing proposed solutions Establish financial plans for clients as a licensed financial planner Conducting outreach to existing clients to ensure their portfolios are current and satisfactory to meet their individual needs and goals Delivering educational presentations or seminars to individuals or groups regarding a broad range of topics relevant to investment, retirement or protection options Ensuring that all work abides by compliance standards set forth by the industry's regulatory bodies as well as Prudential Advisors Required Skills, Knowledge and Experience Prudential Advisors, one of the Prudential Financial Companies, is looking for individuals who are committed to making an impact in the lives of the people with whom we work. Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. We are seeking individuals with these attributes: Selfstarter Entrepreneurial mindset Customer service champion Engaging and compelling communicator and negotiator Problem solver Lifelong student (seeks continued education and professional development) Critical thinker Prior sales experience is a plus College degree a plus but equivalent work/life experience will be considered. 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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. 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. 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. We equip and empower our employees to expand their skills and experience by using powerful learning, gigs, and job opportunities. 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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! Prudential's Personal Advisory group is looking for vibrant insurance professionals with a passion for helping customers achieve financial security. The selected candidate will be part of a team of Broker/Dealer (Insurance) Representatives working in partnership with Investment Advisors and Client Service Representatives, fulfilling insurance cases and facilitating referrals to advisors for clients' investment planning needs. The optimal candidate should be invigorated by a fast-paced, results-oriented team that is technology enabled, with the stability that comes from a large company, yet the possibilities of a startup. You will report to the Director, Advisory Services and collaborate with colleagues to ensure the best experience for customers with every interaction. This is a salaried position complemented by an attractive suite of total rewards and benefits, including but not limited to, a competitive bonus structure. The current EWA for this position is Fully Virtual. 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: ### Help customers achieve their financial goals by assessing client needs for insurance and annuities product offerings ### Opportunity to work with new Prudential customer leads through a successful lead management system with a focus on Prudential-offered insurance and annuities products ### Connect with clients on-demand or via video to address new and existing customer inquiries regarding their insurance and annuities product needs ### Provide exceptional service to customers helping them strive to achieve their financial goals. What you'll need: ### Bachelor's degree in Finance, Marketing, Operations or equivalent a plus ### Minimum 3-5 years of experience in financial services sales, service and/or call centers ### Financial products knowledge and experience. ### Excellent time management / organizational and relationship-building skills. ### Strong communication skills (written and verbal) to various audiences, i.e., colleagues, leadership, and customers ### Series 6, 63, Life/Health Insurance Licenses required It'd be a plus if you had: ### Understanding of the Financial Planning Process preferred We know not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit. At Prudential, you can: 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: The below is an example of our US benefits summary: ### 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%) ### Company-funded 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. To find out more about our Total Reward package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. LI-KW1 Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $68,400.00 to $101,900.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. 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 email accommodations.hw@prudential.com. Please note that the above email is solely for individuals with disabilities requesting an accommodation. 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