Financial Professional Associate (Fpa)Prudential Financial, Inc - White Plains, NY
Financial Professional Associate Job 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, financial services 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 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
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
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
Pruudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. @2016 Prudential Financial, Inc. and its related entities. Prudential, the Prudential logo, the Rock symbol and Bring Your Challenges are service marks of Prudential Financial, Inc., and its related entities, registered in many jurisdictions worldwide. Insurance is issued by The Prudential Insurance Company of America and its affiliates. Offering financial planning and investment advisory services through Prudential Financial Planning Services (PFPS), a division of Pruco Securities, LLC (Pruco), pursuant to separate client agreement. Each is a Prudential Financial company located in Newark, NJ, and is solely responsible for its respective financial condition and contractual obligations. Offering insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. K /^ d, > t The Prudential Insurance Company of America, Newark, NJ and its affiliates.
Prudential is an Employer that participates in E-Verify. 0225542-00007-00 Expires 04/07/2018. version 2 revised 10/10/2016
We strive to create long-term value for our stakeholders through strong business fundamentals, consistent with our mission guided by our vision and directed by our company's core values. We are committed to keeping our promises and to doing business the right way.
3 days 18 hours ago
applyFinancial Professional Associate (Fpa) Prudential Financial, Inc - White Plains, NY, United States
For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth. Today, we are one of the world's largest financial services institutions with operations in the United States, Asia, Europe, and Latin America. We also have one of the most recognized and trusted brand symbols: The Rock ®, an icon of strength, stability, expertise, and innovation. We strive to create long-term value for our stakeholders through strong business fundamentals, consistent with our mission guided by our vision and directed by our company's core values. We are committed to keeping our promises and to doing business the right way.
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