21 days old

Senior Relationship Management Specialist - REG0007L

Dubuque, IA 52001
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Primary Location United States-Iowa-Dubuque
Travel:Yes, 50 % of the Time

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.

Prudential Retirement serves nearly 7,800 public, private and not-for-profit organizations and more than 4.2 million individuals accounts for over $400 billion of retirement account values.

The Relationship Manager works fairly independently and maintains and enhances relationships with existing defined contribution clients. The Relationship Manager is responsible for ensuring client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund investment performance. This role will work closely with sales, recordkeeping and operations staff. The Relationship Manager will participate in final presentations, will be responsible for resolving the most complex problems and is assigned large clients.  

While this role has overall responsibility for client relations, day-to-day service and administrative issues are handled by recordkeeping or operations staff. This role may provide guidance to more junior staff. A strong Sr. Relationship Management Specialist possesses very strong communications skills and comprehensive knowledge of Prudential's products and services.

  • 4 year degree or related business experience 
  •  3 years proactive client service skills in the Retirement/Financial services industry required 
  • Defined Contribution experience required 
  • Series 6, 63, and State Life Insurance licensing is required to be obtained within 120 days 
  • Excellent verbal and communication skills and presentation skills 
  •  Strong commitment to timing and quality standards 
  • Proven analytical skills 
  • Proven ability to work on multiple tasks simultaneously 
  • Proven ability to take initiative 
  • Ability to work independently and be a team player 
  • Proven organizational skills and prioritization skills 
  • Ability to think quickly in stressful situations
  • Up to 50% travel 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: 2020-05-09 Expires: 2020-06-08
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Senior Relationship Management Specialist - REG0007L

Dubuque, IA 52001

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