drjobs Mutual Funds & Annuities Associate

Mutual Funds & Annuities Associate

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1 Vacancy
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Job Location drjobs

Dresher, PA - USA

Monthly Salary drjobs

$ 46300 - 71800

Vacancy

1 Vacancy

Job Description

Job Classification:

Investment Management - Investment Operations

The New Business Case Management organization plays a key role working with internal and external business partners to facilitate the processing of annuity applications to promote an outstanding producer and customer experience. As a member of this high-performing team of Account Representatives you will be part of a collaborative faced paced environment and have the opportunity to build a successful career with Prudential a recognized leader in financial services.


Responsibilities Include:

  • Demonstrate ownership urgency and responsiveness in assisting producers (Brokerage General Agency Staff Financial Advisors etc.) and internal sales team with service-related requests via telephone and e-mail
  • Carefully manage new business cases through the new business process to ensure successful placement of the business
  • Anticipate producer needs and provide creative alternatives to service requests
  • Partner with Internal Divisions to ensure excellent service is consistently provided and often serve as the liaison between external customers and internal functional groups
  • Actively share service and process improvement ideas contributing to a culture of continuous improvements
  • Provide Leadership with regular updates on key/critical cases
  • Qualifications:
  • A desire to work occasional overtime.
  • Bachelors degree or equivalent work experience preferred.
  • 1-2 years previous customer service experience is desired.
  • Annuities experience preferred.
  • Case management experience preferred but not required.
  • Strong written and verbal communication skills.
  • Good organizational skills.
  • Ability to handle multiple priorities


Additional Requirements:

This position will work remotely therefore new hires must be able to provide the following:

  • Subscribe to internet service provider plan with at least 25 Mbps download speeds. You must be willing to troubleshoot any issues or outages with your home internet service contacting your service provider as necessary.
  • Quiet area in your home with minimal distractions and noise free.
  • Reliability and Dependability throughout our extensive training program is required.


At Prudential you can:
Take charge of your career. We equip and empower our employees to expand their skills and experience by using powerful learning gigs and job opportunities. We offer a suite of services including 1:1 Career advice on demand resources and networking to propel your career forward.


Were a global organization full of outstandingly dedicated people who arent afraid to think differently challenge the status quo and take sensible risks along the way. You will enjoy pushing boundaries as we build innovative technology that helps clients customers and employees live their best lives. You will have access to leadership and learning opportunities and the resources
needed to take your career in any direction. We will help you do your best work offering flexibility while delivering on our Purpose.

What we offer you:

Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $46300.00 to $71800.00. Specific pricing for the role may vary within the above range based on many factors including geographic location candidate experience and skills.
  • Market competitive base salaries with a yearly bonus potential at every level.

  • Medical dental vision life insurance disability insurance Paid Time Off (PTO) and leave of absences such as parental and military leave.

  • 401(k) plan with company match (up to 4%).

  • Company-funded pension plan.

  • Wellness Programs including up to $1600 a year for reimbursement of items purchased to support personal wellbeing needs.

  • Work/Life Resources to help support topics such as parenting housing senior care finances pets legal matters education emotional and mental health and career development.

  • Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.

  • Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period) after one year of service.

Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program whereby an award if any depends on various factors including without limitation individual and organizational performance. To find out more about our Total Rewards package visit Work Life Balance Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.


Required Experience:

IC

Employment Type

Full-Time

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