26 days old

Dedicated Retirement Education Counselor; Coastal south eastern North Carolina - NC 0000H

Carolina Shores, NC 28467
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Primary Location United States-North Carolina-BL00029--NC-Virtual Office

For more than 140 years, Prudential Financial, Inc. has helped individual and institutional customers grow and protect their wealth. Prudential Retirement, a division of Prudential, provides innovative retirement solutions to help plan sponsors and plan participants meet their retirement challenges.

The Retirement Education Counselor role is part of our Retirement Full Service Solutions division and its primary responsibility is to provide retirement education and expertise to our clients and their employees.

This role is a dedicated position on our State of North Carolina team, which serves state departments, local governments and public education agencies in the Southeast region of the State, encompassing several counties and the cities of Wilmington, Fayetteville and Lumberton. The ideal applicant will live in or near the territory and will travel regularly throughout the region and will also leverage virtual tools and processes to engage clients and their employees. Occasional overnight travel (<20%) will be required within the territory, statewide and out of state. The successful candidate will be responsible for:

  • Initiating and growing long-lasting, effective and collaborative relationships with centers of influence to grow the Plans participant base
  • Developing strategic relationships with site contacts within assigned territory
  • Scheduling site visits and managing an effective rotation schedule to maximize opportunities and meet required service level commitments
  • Spending 80% - 90% of their time generating new enrollments, increased savings rates, improving asset allocation and asset consolidation/retention
  • Delivering dynamic, engaging group presentations to large (>100) diverse audiences on topics such as: features and benefits of the employer-sponsored retirement plans, saving for retirement, asset allocation and retirement readiness
  • Working collaboratively with internal business partners to deliver increased client value
  • Serving as the "voice of the customer" by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area (e.g., Marketing, Sales, Client services, Transition Team)


  • FINRA Series 6 or 7 & 63 licenses required
  • NC Life Insurance license required or obtained within 90 days of hire
  • Advanced financial designation preferred (CRC, CRPC, CFP, ChFC). If none, Certified Retirement Counselor (CRC) designation required within 120 days of hire
  • Minimum 3-5 years sales and client relationship experience within the retirement or financial services industry
  • Proven experience providing retirement education services with in-depth knowledge of Deferred Compensation, Defined Benefit/Contribution plans, Social Security/ Medicare as well as holistic retirement planning concepts
  • Highly developed organizational skills and ability to work independently managing a territory in a remote, fast-paced, results-oriented environment
  • Outstanding account management skills and demonstrated ability to deliver on territory goals
  • Strong group presentation & oral/written communication skills required
  • Bilingual in Spanish considered a plus
  • Must be willing to drive daily to account site locations statewide, including overnights. Non-traditional work hours will also be required at certain customer site locations
  • Ability to transport conference booths/materials and carry up to 40 lbs. is required
  • Excellent customer relationship-building skills
  • Exceptional territory management skills
  • Experience with a consultative, needs-based approach to helping groups or individuals in a financial services/retirement environment
  • Strong project management skills
  • A positive attitude and willingness to share innovative ideas
  • A comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward tradeoff for all investments
  • The ability to form strong partnerships with our internal service teams to deliver the highest level of customer service while growing the business
  • A passion for new technology and systems, including using required territory management platforms, tools and processes to track activity and progress

@!*!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 companys 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. For more information please visit www.prudential.com.

Prudential is not accepting unsolicited resumes from search firms for this open position unless contracted with Staffing. Agencies must work with Staffing as the primary point of contact and follow the Prudential application process to be considered for business. All resumes submitted by search firms to any employee at Prudential via-email Internet or directly to hiring managers in any form without a valid written search agreement in place for that position will be deemed the sole property of Prudential and no fee will be paid in the event the candidate is hired by Prudential.
Note: Any search agreement entered into with Prudential before January 2004 is null and void. Search firms are essential to the recruitment and staffing efforts at Prudential and we value the partnerships we have built with our preferred vendors. Prudential has established and regularly maintains a preferred vendor list and even preferred vendors need to have a written search agreement signed by the Director Recruiting Programs Staffing at Prudential in place for the specific position in order for a fee to be paid for any candidate referrals.
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Posted: 2020-05-05 Expires: 2020-06-14
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Dedicated Retirement Education Counselor; Coastal south eastern North Carolina - NC 0000H

Carolina Shores, NC 28467

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