Insurance/Financial Service Sales - Brentwood, TN | Nashville, TNFinancial Professional Associate

About the position

Position Summary

The Financial Professional Associate position is a sales position with The Prudential Insurance Company of America selling insurance and financial services. Financial Professional Associates participate in a comprehensive development program, developing product knowledge, and selling experience while offering appropriate insurance and investment products to help clients meet their financial goals.

After the training and development program, many will continue to be financial services generalists, assisting clients with a range of insurance and investment needs; others will go on to develop a specialty, such as fee-based financial planning, insurance for business needs, or estate planning needs.

Overall Duties and Responsibilities

·         Sell insurance and investment products

·         Solicit new customers through approved techniques and methods

·         Conserve existing insurance and investments products

·         Service the insurance and investment needs of all owners of policies issued or offered by Prudential Financial companies.

Essential Job Functions

It is important that Financial Professional Associates be capable of mastering the complexities of the job, continually learning new products, information, and approaches. As our representative, the Financial Professional Associate must have a full understanding of all our products and be able to recommend to customers the appropriate solutions that are in the interest of the customer. The end result of the Financial Professional Associate’s work is to develop long-term relationships between us and the policyholder that will impact the personal welfare of many people.

The Financial Professional Associate’s general duties include the responsibility to:

·         Prospect for clients, develop insurance and investment programs and make sales presentations regularly for a broad range of life and non-life insurance contracts and financial products and services sold by Prudential Financial companies.

·         Propose insurance and investment products appropriate to the applicant’s needs and ability to pay.

·         Make the necessary adjustments in the policyholder’s portfolio in light of changes in the policyholder’s needs. Although many transactions are handled by the Customer Service Office, an Financial Professional Associate should understand how to provide services, such as processing loans, surrenders, changes in beneficiary, claims, policy options, and the like, as well as being able to explain to customers the effect of these transactions.

·         Maintain in force the existing insurance and investments products of clients, secure the reinstatement of insurance that has lapsed, and perform all the duties incident to the care and conservation of the business assigned by Prudential. This may apply to all policies, whether or not the insurance was originally sold by the Financial Professional Associate.

·         Maintain records of account, and render when required, on forms provided by Prudential, a report of all business transacted and complete accounting of all monies received on behalf of Prudential Financial companies.

·         Conform to and abide by the procedures, rules and requirements of Prudential Financial companies, of regulatory bodies, and the state or states where the Financial Professional Associate operates.

Qualifications

Required Skills, Knowledge and Experience

The Prudential Insurance Company of America, one of the Prudential Financial Companies, is looking for men and women who are ready for a rewarding career opportunity selling insurance and financial services products… a career committed to making an impact in the lives of the people we touch. We’re seeking individuals with these attributes.

·         Customer Service Focused

·         Revenue Focused (Sales Influence and Persuasion, Sales Resilience, Sales Initiative)

·         Self Confident and Autonomous

·         Drive and Initiative

·         Responsible and Committed

·         Excellent Interpersonal Skills

·         Good Business Communication Skills

·         Ability to Problem Solve, and develop ideas

·         Ability to use basic math skills to problem solve

·         Good Critical Thinking

·         High school diploma or GED qualification required

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 staffingagencies@prudential.com for more information about doing business with Prudential.

Apply Now

Join PrudentialApply for this position

Please fill out the online application and upload your supporting materials. We appreciate the time and effort you put into your application.

Apply Now

Save or Send Email this Job

Get a link to the job and the full description that you can save for later or share with someone you think might be a good fit.

Get Link to this job description in an email to save for yourself or send

Related Job Openings

Implementation Manager

Insurance/Financial Service Sales - Scranton, PA | Iselin, NJ | Hartford, CT | Dubuque, IA | El Segundo, CA
  • Full Time Position
  • Job No: DC 00036
This position is responsible for the successful on-boarding of new defined contribution, defined benefit, and non-qualified plans in addition to managing merger & acquisition activity and changes to plan and service offerings for existing clients. This role serves as the point person/project manager for internal resources as well as clients and intermediaries. Responsibilities include, but not limited to, establishing and managing to a timeline for each assigned activity, independently handling complex tasks, handing over a plan to the ongoing Client Service team that...
View Job Details

Business Relationship Manager - Annuities Client Relationships

Insurance/Financial Service Sales - Shelton, CT | Dresher, PA
  • Full Time Position
  • Job No: OPS0003A

The Business Relationship Manager is responsible for overseeing and strengthening the business-to-business connectivity between Prudential and our Annuity third party Distribution partners for the purposes of sales enablement and overall ease of doing business.

Responsibilities:

·        Take lead role in partnership with Operations leadership of our Broker Dealers partners to educate and promote operational/technology advances and identify key initiatives that can influence and improve business connectivity and client experience.

·        Identify, escalate and...

View Job Details

Internal Sales Relationship Manager - Annuities Client Relationships

Insurance/Financial Service Sales - Shelton, CT | Dresher, PA
  • Full Time Position
  • Job No: OPS0003B
The Internal Sales Relationship Manager is a key member of the Annuity Sales and Distribution team focused on building strong relationships and uncovering opportunities for business growth with our third party distribution partners.  

Responsibilities:

  • Develop and maintain strong connectivity and robust relationships with external and internal constituents to execute on strategic plans for uncovering opportunities for sales growth in all products.
  • Maintain expertise on all Prudential product offerings to support training, positioning and communication to BD...
View Job Details

Internal Wholesaler - Life Insurance (Plymouth, MN, Hartford, CT or Virtual)

Insurance/Financial Service Sales - Plymouth, MN | Hartford, CT
  • Full Time Position
  • Job No: INT000EF
Role Summary
We are looking for highly motivated individuals with entrepreneurial mindsets to manage activities that will help grow our business and progress the sale of Individual Life Insurance. As an Internal Wholesaler you will actively partner with Dedicated Life Consultants (DLCs) and Financial Advisors focused specifically on the Edward Jones relationships to uncover, develop and close life insurance opportunities utilizing products across six different insurance carriers.    
The Ideal Candidate
Individuals should be detail oriented, have exceptional time...
View Job Details
Search All Prudential Jobs