1+ months

Financial Professional Associate - GRE0004F

Prudential
Sherman Oaks, CA 91423
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  • Job Code
    597381
Primary Location United States-California-Sherman Oaks
Job:Full-time
Travel:
Description
!*!

The Financial Professional Associate career with Prudential Advisors is multi-faceted.  In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Professionals whose goal is to successfully help their clients achieve financial goals. 

The Financial Professional Associate will participate in a comprehensive development program that is ongoing throughout their career and designed to offer many future career choices.  Those choices include (among others) becoming a solution specialist, a fee based financial planner, or progressing into a leadership role and leading a team of advisors. 

Overall Responsibilities

  • Consult with clients to create needs-based solutions to help clients meet their financial goals by applying a combination of investment, protection and retirement planning strategies

  • Build a loyal client base by networking, target marketing and excellent customer service

  • Assist existing Prudential clients through our lead generation programs

  • Work in a team environment to assemble the best possible solutions for our clients

Essential Career Functions

A successful Financial Professional Associate at Prudential Advisors can master the complexities of our industry.  They will understand how changes in our industry and the world can affect the recommendations we make to our clients.  A day in the life of a Financial Professional Associate may include the following:

  • Developing marketing strategies to continually engage existing clients and prospect for potential clients

  • Analyzing information gathered from client meetings and developing proposed solutions

  • Establish financial plans for clients as a licensed financial planner

  • Conducting outreach to existing clients to ensure their portfolios are current and satisfactory to meet their individual needs and goals

  • Delivering educational presentations or seminars to individuals or groups regarding a broad range of topics relevant to investment, retirement or protection options

  • Ensuring that all work abides by compliance standards set forth by the industrys regulatory bodies as well as Prudential Advisors

     



Qualifications
@!*!

Prudential Advisors, one of the Prudential Financial Companies, is looking for individuals who are committed to making an impact in the lives of the people with whom we work. Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.  We are seeking individuals with these attributes:

  • Self-starter

  • Entrepreneurial mindset

  • Customer service champion

  • Engaging and compelling communicator and negotiator

  • Problem solver

  • Life-long student (seeks continued education and professional development)

  • Critical thinker

  • Prior sales experience is a plus

  • College degree a plus but equivalent work/life experience will be considered.  A high school diploma or GED equivalent is required

     

     

     

     

     

     

     



@!*!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: 2020-07-15 Expires: 2020-12-08
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Financial Professional Associate - GRE0004F

Prudential
Sherman Oaks, CA 91423

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