1+ months

Dedicated Retirement Counselor, Oakland County, MI - RSE00013

Prudential
Bl00024, Michigan
  • Job Code
    580201
Primary Location United States-Michigan-BL00024--MI-Virtual Office
Job:Full-time
Travel:
Description
!*!

Prudential Retirement, a division of Prudential Financial, Inc., delivers retirement plan solutions for public, private, and nonprofit organizations. Services include defined contribution, defined benefit and non-qualified deferred compensation recordkeeping, administrative services, investment management, comprehensive employee education and communications, and trustee services, as well as a variety of products and strategies, including institutional investment and income products, pension risk transfer solutions and structured settlement services.



The primary responsibility of the Retirement Counselor is to provide retirement education and expertise to our client and their employees located throughout Oakland County, Michigan. The successful candidate selected will be responsible for:

  • Developing strategic relationships with site contacts within their assigned territory.
  • Spending 80% - 90% of their time at client locations delivering effective group and individual meetings to diverse audiences on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness.
  • Working closely with internal business partners delivering increased client value.
  • Acting as the "voice of the customer" by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area (e.g., Marketing, Sales, Client services, Transition Team).



Qualifications
@!*!
  • FINRA Series 6 & 63 licenses required
  • State life insurance license preferred (must be acquired within 90 days of hire)
  • Minimum 3-5 years financial services/retirement experience preferred
  • Strong presentation skills
  • Be well versed in Deferred Compensation and Defined Contribution Plans as well as retirement planning concepts
  • Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities
  • Have experience with a consultative needs based approach helping people plan for retirement
  • Ability to work independently; results oriented
  • Bilingual in Spanish considered a plus
  • Must be willing to travel to client locations within Oakland County, Michigan
  • Must be able to carry up to 30lbs. and navigate pedestrian pathways such as narrow corridors and stairways



@!*!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: 2020-04-24 Expires: 2020-06-22

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Dedicated Retirement Counselor, Oakland County, MI - RSE00013

Prudential
Bl00024, Michigan

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