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 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 for more information about doing business with Prudential.


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&

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 to request assistance.

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