Sales and Distribution - Lancaster, PA | Newark, DE | Wyomissing, PAFinancial Professional Associate

About the position

The Financial Professional Associate position is a sales position with Prudential Advisors 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, financial services 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 strategies 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.


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 Advisors" is a brandname of The Prudential Insurance Company of Americaand its subsidiaries. ©2018 Prudential Financial, Inc. and its relatedentities. Prudential, the Prudential logo,the Rock symboland Bring Your Challenges are service marksof Prudential Financial, Inc., and its related entities, registered in many jurisdictions worldwide. Insurance is issued by The Prudential Insurance Company of America and its affiliates. Offering financial planning and investment advisoryservices through PrucoSecurities, LLC (Pruco),doing business as Prudential Financial Planning Services (PFPS),pursuant to separateclient agreement. Offeringinsurance and securities products and servicesas a

registered representative of Pruco, and an agentof issuing insurance companies.

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 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 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

Dedicated Life Consultant - Arizona

Sales and Distribution - Phoenix, AZ | Tempe, AZ | Flagstaff, AZ | Albuquerque, NM | Tucson, AZ | Virtual, NM | Scottsdale, AZ | Virtual, AZ
  • Full Time Position
  • Job No: MOU00006

Why Join Prudential?

Prudential is a company of smart, ambitious professionals working together across a multitude of disciplines. Together, we are building a better financial future for our customers and our communities around the globe. At Prudential, we understand that a company is only as good as its people. This simple fact is central to all that we do. We call it “the Talent Mindset” – a company-wide commitment to attract and develop the dedicated professionals whose insights, innovation, and hard work fuel our success and make us a global leader in...

View Job Details

Director, Regulatory Supervision

Sales and Distribution - Newark, NJ
  • Full Time Position
  • Job No: OPE00048

Prudential Advisors (PA) is the brand name for the US based captive distribution channel of the Prudential Insurance Company of America. Prudential’s captive agents are licensed insurance agents, appointed to Prudential’s US-based life insurers, and referred to as Prudential Advisors' Financial Professionals. Prudential Advisors' Financial Professionals are also registered representatives of Pruco Securities, LLC, Prudential’s dually registered broker dealer/investment advisor registered with the SEC and FINRA.

The Broker Dealer Administration team, has...

View Job Details

Retirement Counselor

Sales and Distribution - Hartford, CT | Scranton, PA | Dubuque, IA | Moosic, PA | Dubuque, IA
  • Full Time Position
  • Job No: ROL0000F

For more than 135 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...

View Job Details

Investment Advisory Sales Manager

Sales and Distribution - Plymouth, MN
  • Full Time Position
  • Job No: CO-0002T

We are looking for an experienced Investments sales leader with passion for helping customers achieve their life goals. The selected candidate will be responsible for the management of an Investment Advisory Advisor sales team in support of LINK by Prudential. The focus of the team will be to provide needs-centric digital financial advice, including Fee Based Solutions via a Registered Investment Advisor (RIA).

The successful candidate will be a dynamic leader with ability to attract and retain talent, coach sales people to success and drive results. This person...

View Job Details
Search All Prudential Jobs