Retirement Counselor

Prudential Hartford , CT 06183

Posted 2 months ago

Job Classification:

Sales - Sales

The Role

This position is responsible for counseling plan participants on distributions options within a call center environment in Prudential Retirement. The Retirement Counselor will proactively reach out to prospects through outbound calls and handle in-bound calls from participants who are looking to discuss distribution and rollover options. This position must have a strong knowledge of defined contribution plans, distribution options and a superior understanding of individual retirement products/services and investment options.

Daily Responsibilities:

  • Counseling participants through timely outreach to participants in pipeline and effectively communicating options and withdrawal strategies

  • Manages both inbound call and outbound call activities and prioritizes based on high value opportunities

  • Provides guidance to Prudential terminating prospects and advises them of their distribution options

  • Partners with participant lead sources (i.e. Client Services, Key Accounts) to attract additional prospects into the pipeline

  • Oversees prospects' paperwork processing through Sales Associates and Operations to ensure expedited processing and reduced sales cycle times

  • Achieve holistic counseling by probing clients for outside financial assets and other financial needs

  • Assist clients in effectively consolidating outside financial accounts

  • Supports on-site distribution events as needed

This position can be worked from our Dubuque, IA, Scranton, PA, Dresher, PA Shelton, CT, Hartford, CT, Jacksonville, FL, Plymouth, MN or Scottsdale, AZ office and will cover 10:00AM - 6:00 PM Eastern preferably.

Your Expertise

What you'll need to succeed:

  • 3 - 5 years of retail sales and/or service experience in Retirement or Financial Services industry; focus on individual retirement consulting preferred

  • Demonstrated success building rapport with participants in an inbound and outbound call center environment

  • Demonstrated superior consultative skills to individuals with the ability to effectively manage pipeline efficiently work with a large number of participants.

  • Excellent understanding of defined contribution plans, participant distribution options

  • Superior understanding of individual retirement products and services

  • Solid understanding of the retirement saving behaviors of participants

  • Strong financial aptitude with a thorough understanding of investment products and services

  • Superior verbal and written communication skills

  • FINRA Series 7 and 63 are required

  • State insurance licenses required within 120 days of hire

  • Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

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, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law.

The Prudential Insurance Company of America, Newark, NJ and its affiliates.

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.

PEOPLE WITH DISABILITIES:

If you need an accommodation to complete the application process, which may include an assessment, please call (800) 433-8960, prompt 4 or email accommodation.h&w@prudential.com.

Please note that the above number and email are solely for individuals with disabilities requesting an accommodation. If you are experiencing a technical issue with your application or an assessment, please email careers@prudential.com to request assistance.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Financial Counselor / PAS Bhth Registration

Hartford Healthcare

Posted 2 months ago

VIEW JOBS 9/21/2021 12:00:00 AM 2021-12-20T00:00 Description Job Schedule: Full Time Standard Hours: 40 Job Shift: Shift 1 Shift Details: Work where every moment matters. Every day, almost 30,000 Hartford HealthCare colleagues come to work with one thing in common: Pride in what we do, knowing every moment matters here. We invite you to become part of Connecticut's most comprehensive healthcare network. The creation of the HHC System Support Office recognizes the work of a large and growing group of employees whose responsibilities are continually evolving so that we and our departments now work on behalf of the system as a whole, rather than a single member organization. With the creation of our new umbrella organization we now have our own identity with a unique payroll, benefits, performance management system, service recognition programs and other common practices across the system. Interviews patients and families with regard to their ability to obtain payment for the hospital bill and helps to obtain coverage once they are discharged. Assists families in applying and dealing with third party payor agencies regarding financial assistance. Reports to the Supervisor of Patient Accounts. Qualifications * High School diploma required. Additional higher education preferred. * Prefer two years' experience in hospital medical or insurance billing preferred. * Excellent verbal and written communication skills * Detail oriented with strong analytical skills. * Professional customer service skills. * Must be able to work in a team environment. * Bilingual candidates (English/Spanish) Preferred. We take great care of careers. With locations around the state, Hartford HealthCare offers exciting opportunities for career development and growth. Here, you are part of an organization on the cutting edge - helping to bring new technologies, breakthrough treatments and community education to countless men, women and children. We know that a thriving organization starts with thriving employees-- we provide a competitive benefits program designed to ensure work/life balance. Every moment matters. And this is your moment. Hartford Healthcare Hartford CT

Retirement Counselor

Prudential