1+ months

Retirement Counselor - DBQ0003F

Hartford, CT 06103
  • Job Code
Primary Location United States-Connecticut-Hartford

For 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. We are currently seeking a highly motivated sales and service professional to join our fast paced, industry leading, evolving business model. A position for those that enjoy change and exhibit change leadership skills while contributing to a culture with a strong history of industry and personnel development leadership.

This position is responsible for counseling plan participants on distributions options within a call center environment in Prudential Retirement. The Retirement Counselor will proactively reach out to prospects through outbound calls and handle in-bound calls from participants who are looking to discuss distribution and rollover options. This position must have a strong knowledge of defined contribution plans, distribution options and a superior understanding of individual retirement products/services and investment options.

Daily Responsibilities:

  • Counseling participants through timely outreach to participants in pipeline and effectively communicating options and withdrawal strategies
  • Manages both inbound call and outbound call activities and prioritizes based on high value opportunities
  • Provides guidance to Prudential terminating prospects and advises them of their distribution options
  • Partners with participant lead sources (i.e. Client Services, Key Accounts) to attract additional prospects into the pipeline
  • Oversees prospects' paperwork processing through Sales Associates and Operations to ensure expedited processing and reduced sales cycle times
  • Achieve holistic counseling by probing clients for outside financial assets and other financial needs
  • Assist participants in the Prudential retirement plans with their distribution options upon separation of service from an employer
  • Assist clients in effectively consolidating outside financial accounts
    Supports on-site distribution events as needed

This position can be worked from our Plymouth, MN, Dubuque, IA, Scranton, PA or Hartford, CT offices and will cover 10:00AM - 6:00 PM Eastern


  • 3 - 5 years of retail sales and/or service experience in Retirement or Financial Services industry; focus on individual retirement consulting preferred
  • Demonstrated success building rapport with participants in an inbound and outbound call center environment
  • Demonstrated superior consultative skills to individuals with the ability to effectively manage pipeline efficiently work with a large number of participants.
  • Excellent understanding of defined contribution plans, participant distribution options
  • Superior understanding of individual retirement products and services
  • Solid understanding of the retirement saving behaviors of participants
  • Strong financial aptitude with a thorough understanding of investment products and services
  • Superior verbal and written communication skills
    FINRA Series 6 required; Series 7 preferred
  • Series 7, either a 63, 65, or 66, and state insurance licenses required within 120 days of hire

@!*!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.
Job Posting:@false


Posted: 2020-02-07 Expires: 2020-04-22

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Retirement Counselor - DBQ0003F

Hartford, CT 06103

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