Financial Professional Associate

Compensation

: $81,236.67 - $168,710.00 /year *

Employment Type

: Full-Time

Industry

: Financial Services - Insurance



Financial Professional Associate

**Position Summary ******

The Financial Professional Associate position is a sales position with The
Prudential Insurance Company of America selling insurance and financial
services. Financial Professional Associates participate in a comprehensive
development program, developing product knowledge, and selling experience
while offering appropriate insurance and investment products to help clients
meet their financial goals.

After the training and development program, many will continue to be financial
services generalists, assisting clients with a range of insurance and
investment needs; others will go on to develop a specialty, such as fee-based
financial planning, insurance for business needs, or estate planning needs.

**Overall Duties and Responsibilities ******

Sell insurance and investment products

Solicit new customers through approved techniques and methods

Conserve existing insurance and investments products

Service the insurance and investment needs of all owners of policies
issued or offered by Prudential Financial companies.

**Essential Job Functions ******

It is important that Financial Professional Associates be capable of mastering
the complexities of the job, continually learning new products, information,
and approaches. As our representative, the Financial Professional Associate
must have a full understanding of all our products and be able to recommend to
customers the appropriate solutions that are in the interest of the customer.
The end result of the Financial Professional Associates work is to develop
long-term relationships between us and the policyholder that will impact the
personal welfare of many people.

The Financial Professional Associates general duties include the
responsibility to:

Prospect for clients, develop insurance and investment programs 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
applicants needs and ability to pay.

Make the necessary adjustments in the policyholders portfolio in
light of changes in the policyholders needs. Although many transactions are
handled by the Customer Service Office, an Financial Professional Associate
should understand how to provide services, such as processing loans,
surrenders, changes in beneficiary, claims, policy options, and the like, as
well as being able to explain to customers 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 Associate.

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.

**Required Skills, Knowledge and Experience **

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 a career
committed to making an impact in the lives of the people we touch. Were
seeking individuals with these attributes.

Customer Service Focused

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

Ability to use basic math skills to problem solve

Good Critical Thinking

High school diploma or GED qualification required

**Primary Location: **United States-Pennsylvania-Wilkinsburg
**Work Locations: **
**Job: **Sales and Distribution
**Organization: **Prudential Financial, Inc.
**Schedule: **Full-time
Associated topics: broker, guest, insurance sales agent, lead sales agent, life insurance sales, phone, sales, sales agent, sales associate, sell * 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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