
Website Prudential Financial
Job Description:
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.
Job Responsibilities:
- Ensuring that all work abides by compliance standards set forth by the industry’s regulatory bodies as well as Prudential Advisors
- Assist existing Prudential clients through our lead generation programs
- Analyzing information gathered from client meetings and developing proposed solutions
- Delivering educational presentations or seminars to individuals or groups regarding a broad range of topics relevant to investment, retirement or protection options
- Work in a team environment to assemble the best possible solutions for our clients
- Conducting outreach to existing clients to ensure their portfolios are current and satisfactory to meet their individual needs and goals
- Build a loyal client base by networking, target marketing and excellent customer service
- Developing marketing strategies to continually engage existing clients and prospect for potential clients
- Establish financial plans for clients as a licensed financial planner
- Consult with clients to create needs-based solutions to help clients meet their financial goals by applying a combination of investment, protection and retirement planning strategies
Job Requirements:
- Self-starter
- Entrepreneurial mindset
- Customer service champion
- Engaging and compelling communicator and negotiator
- Problem solver
- Life-long 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. A high school diploma or GED equivalent is required
Job Details:
Company: Prudential Financial
Vacancy Type: Full Time
Job Functions: Sales
Job Location: Denver, CO, US
Application Deadline: N/A
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