Banking/Financial Services - Greenville, SC Retirement Counselor, Dedicated

About the position

The primary responsibility of the Retirement Counselor is to provide retirement education to our client's employees located in Greenville, SC.


The successful candidate will be responsible for:

  • Developing strategic relationships with centers of influence at various client locations
  • Scheduling site visits at various client locations
  • Delivering effective group presentations to diverse audiences on such topics as; features and benefits of the employer sponsored plans, budgeting, asset allocation and retirement readiness
  • Conducting effective needs-based one-on-one consultations
  • Spending 80% - 90% of their time at client locations educating plan participants around new enrollments, contribution rates, asset allocation and potential benefits of asset consolidation
  • Working closely with internal business partners delivering increased client value

The successful candidate must also:

  • Have knowledge around complex plans including Non-Qualified 457(f) top hat plans, 403(b), 457(b), 401(a), and 401(k). Also understanding ERISA v.s. Non ERISA plans
  • Be well versed in Deferred Compensation, Defined Benefit and Defined Contribution Plans as well as holistic retirement planning concepts
  • Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities
  • Have experience with a consultative needs-based approach helping people in a financial services environment


Qualifications

  • Minimum 3-5 years financial services/retirement experience preferred
  • FINRA Series 6 & 63 and state life insurance licenses required
  • Strong presentation skills
  • Ability to work independently; results-oriented
  • Must be willing to travel between client locations

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.

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