Experienced Financial Professional


: $73,466.67 - $152,870.00 /year *

Employment Type

: Full-Time


: Financial Services - Insurance

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Job Description


The Prudential Insurance Company of America, one of the Prudential Financial Companies, is looking for men and women who are ready for a rewarding career opportunity selling insurance and financial services products and committed to making an impact in the lives of the people they touch. The Financial Professional position is a sales position with The Prudential Insurance Company of America selling insurance and financial services. Financial Professionals assist their clients with a range of insurance and investment needs; either as a generalist or with one or more special areas of expertise, such as fee-based financial planning*, insurance for business needs, or estate planning needs. Key activities of the Financial Professional include:
  • Sell insurance and investment products
  • Solicit new customers through approved techniques and methods
  • Provide client service for the products they own
  • Conserve existing insurance and investments
  • Essential Job Functions As our representative, the Financial Professional must have a full understanding of all our products and be able to recommend to appropriate solutions in the interest of the customer. Financial Professionals develop and sustain long-term relationships between Prudential and our policyholders that will benefit all parties client, Prudential, and Financial Professional. The Financial Professionals general duties include the responsibility to:
  • Prospect for clients, develop insurance and investment strategies and make sales presentations regularly for a broad range of life and non-life insurance contracts and financial products and services sold by Prudential Financial companies.
  • Propose insurance and investment products appropriate to the clients needs and ability to pay.
  • Make the necessary adjustments in the clients portfolios as their needs and objectives change. Although many transactions are handled by the Customer Service Office, the Financial Professional should understand how to provide service, such as processing loans, surrenders, changes in beneficiary, claims, policy options, and the like, as well as being able to explain to clients the effect of these transactions.
  • Maintain in force the existing insurance and investments products of clients, secure the reinstatement of insurance that has lapsed, and perform all the duties incident to the care and conservation of the business assigned by Prudential. This may apply to all policies, whether or not the insurance was originally sold by the Financial Professional.
  • Maintain records of account, and render when required, on forms provided by Prudential, a report of all business transacted and complete accounting of all monies received on behalf of Prudential Financial companies.
  • Conform to and abide by the procedures, rules and requirements of Prudential Financial companies, of regulatory bodies, and the state or states where the Financial Professional Associate operates.
  • Qualifications

  • Five or more years as a full time, commission based, financial services sales professional preferred
  • Active life insurance license required
  • FINRA series 6 registration preferred (if not, must be obtained within 90 days of hire)
  • Revenue Focused (Sales Influence and Persuasion, Sales Resilience, Sales Initiative)
  • Self Confident and Autonomous
  • Drive and Initiative
  • Responsible and Committed
  • Excellent Interpersonal Skills
  • Good Business Communication Skills
  • Ability to Problem Solve, and develop ideas
  • Good Critical Thinking
  • High school diploma or GED qualification required

  • Associated topics: agent, broker, commission, guest, inside sales, insurance agent, phone, retail, sales position, sales representative * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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