- Entry level
- No Education
- Salary to negotiate
Retirement Counselor, Rollover-In Sales-ROL0000L
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.
The Retirement Counselor works within a corporate, call center environment. There could be limited travel due to training and/or onsite needs. This individual is responsible for assisting participants with consolidating assets into plan, servicing Income Flex participants and having holistic, consultative conversations around asset allocations with active participants in Prudential Retirement. The Retirement Counselor executes on sales goals, takes inbound calls from the Participant Service Center (PSC) lead sources, pro-actively reaches out to prospects through outbound call campaigns. They will be working closely with key personnel and departments such as PSC, Operations, Key Accounts, Dedicated Counselors and Relationship Managers. This individual is responsible for partnering with Dedicated Counselors, creating new and managing existing relationships to increase revenue throughout assigned plans or territory.
The Retirement Counselor must have a strong knowledge of defined contribution plans, defined benefit plans, individual retail products/services and investment options. This is accomplished through a consultative sales approach providing holistic insight, guidance and education via the telephone and/or face to face. This position requires an individual that has a sales focus with excellent communication skills (both verbal and written), strong work ethic, superior organizational skills and a competitive drive to succeed.
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.
Prudential offers a benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a 401(k) retirement plan with matching, and a college tuition reimbursement program for employees.
Executes on Rollover- In team targets through timely inbound and outbound call activity on a daily basis with existing plan participants to strengthen relationships, identify opportunities for pipeline and effective consultative sales closing. This includes campaigns, new business not in good order items, and other lead sources as directed.
Partner with Dedicated Representative to develop additional plan participant prospects and execute an appropriate business plan to maximize plan rollover in sales.
Manages prospects' paperwork processing in an efficient manner to expedite processing and reduce rollover cycle times. Proactively reaches out to contra-firms on behalf of the participant to accelerate timing
Provide guidance to Prudential in-force and third party Income Flex (IFX) prospects and active participants. Completes error-free handling of IFX lock-ins for these participants
Having holistic, consultative retirement education discussions with active participants (e.g. enrolling, Investor Quiz, consolidating)
Resolves plan participant concerns pertaining to Rollover In activity or Income Flex inquiries
Identifies opportunities for process improvements and streamlined operational processes between Rollover-In sales team and operational partners.
Participates in team meetings and training programs
Completes all compliance training on time and maintains license requirements & designations as needed for the role
Demonstrated success exceeding sales and service targets in an inbound and outbound call center environment and/or onsite locations (as needed basis).
Solid understanding of Prudential Retirement defined contribution plans, defined benefit plans and in-plan investment options; strong understanding of individual retirement products and services
Strong sales support process orientation and organization
About the company
For over 140 years, Prudential Financial (NYSE:PRU) has helped people grow and protect their wealth. We offer individual and institutional clients a wide array of financial products and services. Today, we are one of the world’s largest financial services institutions. We have over $1 trillion of assets under management as of March 31st, 2017, and approximately $3.7 trillion of gross life insurance in force worldwide as of Dec. 31, 2016. We have 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 measure our long-term success on our ability to deliver value for shareholders, meet customer needs, attract and develop the best talent in our industry, offer an inclusive work environment where employees can develop to their full potential, and give back to the communities where we live and work. (Pru.us/disclaimer)