24 days old

Relationship Management Specialist - REG0007M

Prudential
Dubuque, IA 52001
  • Job Code
    588420
Primary Location United States-Iowa-Dubuque
Job:Full-time
Travel:Yes, 25 % of the Time
Description
!*!

For more than 140 years, Prudential Financial, Inc. has helped individual and institutional customers grow and protect their wealth. Prudential Retirement, a division of Prudential, provides innovative retirement solutions to help plan sponsors and plan participants meet their retirement challenges.


Prudential Retirement serves nearly 7,800 public, private and not-for-profit organizations and more than 4.2 million individuals accounts for over $400 billion of retirement account values.



This role is responsible for maintaining and enhancing relationships with retirement plan clients and key intermediaries, ensuring client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, client retention, product sales, plan profitability, and fund investment performance. Working under direction maintains and enhances relationships with existing Defined Contribution clients. Works with sales, plan administration and operations staff. Will participate in finals presentations. Resolves complex problems and is assigned relatively smaller and less complex clients. Has a thorough understanding of clients requirements. While incumbents have overall responsibility for client relationships day to day service and administrative issues are handled by plan administration staff. Strong communications skills and good working knowledge of the company's products and services.



Qualifications
@!*!
  • 4 year college degree or related business experience
  • Proven excellent customer service skills and progressive probing skills
  • Strong verbal and written communication skills
  • Ability to understand and apply complex compliance concepts
  • Knowledge and understanding of Retirement Industry
  • Ability to identify and facilitate issue resolution
  • Proven ability to take initiative
  • Proven prioritization and organizational skills
  • Proven ability to understand and apply new concepts and products 
  • Ability to work on multiple tasks simultaneously
  • Ability to react to change in a positive and productive manner
  • Strong Leadership skills
  • Ability to work independently and as a team player
  • Ability to negotiate and influence decision
  • Series 6 and 63, Life and Heath State licenses required within 120 days of employment
  • Travel up to 25%
      

 



@!*!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: 2020-06-10 Expires: 2020-07-10

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Relationship Management Specialist - REG0007M

Prudential
Dubuque, IA 52001

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