Phone Based Retirement Counselor, Rollover In Sales-ROL0000K
For 140 years, Prudential Financial, Inc. has helped individual and institutional customers grow and protect their wealth. Prudential Retirement, a division of Prudential, provides innovative retirement solutions to help plan sponsors and plan participants meet their retirement challenges. We are currently seeking a highly motivated sales and service professional to join our fast paced, industry leading, evolving business model. A position for those that enjoy change and exhibit change leadership skills while contributing to a culture with a strong history of industry and personnel development leadership.
The Retirement Counselor works within a corporate, call center environment. There could be limited travel due to training and/or onsite needs. This individual is responsible for assisting participants with consolidating assets into plan, servicing Income Flex participants and having holistic, consultative conversations around asset allocations with active participants in Prudential Retirement. The Retirement Counselor executes on sales goals, takes inbound calls from the Participant Service Center (PSC) lead sources, pro-actively reaches out to prospects through outbound call campaigns. They will be working closely with key personnel and departments such as PSC, Operations, Key Accounts, Dedicated Counselors and Relationship Managers. This individual is responsible for partnering with Dedicated Counselors, creating new and managing existing relationships to increase revenue throughout assigned plans or territory.
The Retirement Counselor must have a strong knowledge of defined contribution plans, defined benefit plans, individual retail products/services and investment options. This is accomplished through a consultative sales approach providing holistic insight, guidance and education via the telephone and/or face to face. This position requires an individual that has a sales focus with excellent communication skills (both verbal and written), strong work ethic, superior organizational skills and a competitive drive to succeed.
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.
Prudential offers a benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a 401(k) retirement plan with matching, and a college tuition reimbursement program for employees.
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, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.
Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at firstname.lastname@example.org for more information about doing business with Prudential.
Job FunctionSales and Distribution
Primary LocationUnited States-Connecticut-Hartford
Other LocationsUnited States-Iowa-Dubuque, United States-Pennsylvania-Moosic
TravelYes, 10 % of the Time