We are looking for a dynamic investments sales professional with passion for helping customers achieve their life goals. The selected candidate will be a member of a newly built team of Investment Advisory Representatives in support of a new venture that will provide needs-centric financial advice, including fee-based product offering solutions via a Registered Investment Advisor (RIA).
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 VP, IAR 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.
- Develop, educate and advise potential and current customers on their financial planning needs, helping them achieve their financial goals, particularly focusing on investment advisory fee-based product offerings.
- Opportunity to sell Prudential-offered investment products to existing and new Prudential customer leads through a strong lead management system.
- Schedule and facilitate digital financial planning meetings to address new and existing customer inquiries regarding their online financial plan, as needed.
- Provide exceptional service to customers helping them strive to achieve their financial goals.