Financial Representative Associate
Location:
Minneapolis , Minnesota
Posted:
November 20, 2017
Reference:
7982057

Description:

We are looking for a dynamic insurance and annuities sales professional with passion for helping customers achieve their life goals. The selected candidate will be a member of a newly built team of Broker/Dealer Representatives in support of a new venture that will provide needs-centric financial advice, including insurance and annuities solutions via a Broker/Dealer framework.

The successful candidate wants to join a fast-paced, results-oriented team that is technology enabled, with the stability that comes from a large company, yet the possibilities and potential of a startup.  You will work hard, learn quickly, contribute to product design and enhancement, and feel a great sense of satisfaction.  

You will report to the Director, Broker/Dealer Lead.  You will collaborate with colleagues to ensure the best experience for customers with every interaction. This is a salaried position complemented by an attractive suite of total rewards and benefits, including but not limited to, a competitive bonus structure. 

 

Responsibilities include:

-          Helps customers achieve their financial goals by assessing suitability for insurance and annuities product offerings.

-          Opportunity to sell through existing and new Prudential customer leads through a strong lead management system with a focus on Prudential-offered insurance and annuities products.

-          Schedule and facilitate digital financial planning meetings to address new and existing customer inquiries regarding their insurance and annuities product needs.

-          Provide exceptional service to customers helping them strive to achieve their financial goals.


A little about us:
Our support of the military includes providing civilian employment opportunities to transitioning service members and military spouses.

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