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Prudential Financial, Inc

Retirement Security Education Program Coordinator

Prudential Financial, Inc - Hartford, CT

['Retirement Security Education Program Coordinator','PRO000I3','!*!The Retirement Security Education Program Coordinator is a client-facing position, responsible for coordinating every operational component of a client’s retirement educational event. Major responsibilities include, but are not limited to: conducting live webinars, presentation recordings, live meeting support, administering the web based scheduling tool, delivery of accurate meeting materials including presentations. The candidate is responsible for handling time-sensitive business decisions which tie directly to client satisfaction and business profitability.  Responsibilities include but are not limited to;

Core Functional Responsibilities:

Manage the successful end-to-end coordination and execution of on-site educational meeting services. Coordinate and negotiate meeting dates and times directly with clients/intermediaries to ensure execution of the client’s Communication and Education strategy

Conduct virtual client meetings

Be a team resource for presentation review and consult

Edit meeting presentations as requested and in accordance with internal processes

Serve as primary point of contact for clients regarding on-site educational meeting logistics

Ensure all necessary meeting information is accurately uploaded into the web based scheduling tool

Ensure all meeting materials are accurately ordered and shipped to appropriate client locations in advance of education meeting date(s)

Engage with internal partners to obtain plan-level information as necessary, in advance of direct client contact, and provide status to all parties regarding event

Provide feedback to business partners regarding themes in educational trends, material demands, client requests, etc.','!*!

Strong relationship management, communication and negotiation skills are required

Strong written and verbal communication skills

Demonstrated ability to conduct virtual or live participant/client meetings

Superior attention to detail

Intermediate skills in Microsoft Office Word, Excel and PowerPoint

Ability to capably manage multiple, competing priorities in a fast-paced environment

Demonstrated ability to meet deadlines, and to anticipate the needs of the business

Working knowledge of Prudential systems strongly preferred, including Pruforce, eTrax, SMART, IMFP or the ability and aptitude to learn systems quickly

Project management experience preferred

Financial Services Industry or Education background experience preferred

FINRA Series 6 or 7 preferred

Bi-lingual preferred','!*!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 company's 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. We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand. 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. Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at for more information about doing business with Prudential.','Project Management','United States-Connecticut-Hartford','United States-Pennsylvania-Scranton','Full-time','','Retirement Security Education Program Coordinator

9 days 9 hours ago

Prudential Financial, Inc

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Location: Hartford, CT

Company Profile:
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.