Financial Professional Associate

Prudential Financial
Job Description

About the position

Position Summary

The Financial Professional Associate position is a sales position with The Prudential Insurance

Company of America selling insurance and financial services. Financial Professional Associates

participate in a comprehensive development program, developing product knowledge, and

selling experience while offering appropriate insurance and investment products to help clients

meet their financial goals.

After the training and development program, many will continue to be financial services

generalists, assisting clients with a range of insurance and investment needs; others will go on to

develop a specialty, such as fee-based financial planning, insurance for business needs, or estate

planning needs.

Overall Duties and Responsibilities

· Sell insurance and investment products

· Solicit new customers through approved techniques and methods

· Conserve existing insurance and investments products

· Service the insurance and investment needs of all owners of policies issued or offered by

Prudential Financial companies.

Essential Job Functions

It is important that Financial Professional Associates be capable of mastering the complexities of

the job, continually learning new products, information, and approaches. As our representative,

the Financial Professional Associate must have a full understanding of all our products and be

able to recommend to customers the appropriate solutions that are in the interest of the customer.

The end result of the Financial Professional Associates work is to develop long-term

relationships between us and the policyholder that will impact the personal welfare of many


The Financial Professional Associates general duties include the responsibility to:

· Prospect for clients, develop insurance and investment programs and make sales

presentations regularly for a broad range of life and non-life insurance contracts and financial

products and services sold by Prudential Financial companies.

· Propose insurance and investment products appropriate to the applicants needs and ability

to pay.

· Make the necessary adjustments in the policyholders portfolio in light of changes in the

policyholders needs. Although many transactions are handled by the Customer Service Office, an

Financial Professional Associate should understand how to provide services, such as processing

loans, surrenders, changes in beneficiary, claims, policy options, and the like, as well as being

able to explain to customers the effect of these transactions.

· Maintain in force the existing insurance and investments products of clients, secure the

reinstatement of insurance that has lapsed, and perform all the duties incident to the care and

conservation of the business assigned by Prudential. This may apply to all policies, whether or

not the insurance was originally sold by the Financial Professional Associate.

· Maintain records of account, and render when required, on forms provided by Prudential,

a report of all business transacted and complete accounting of all monies received on behalf of

Prudential Financial companies.

· Conform to and abide by the procedures, rules and requirements of Prudential Financial

companies, of regulatory bodies, and the state or states where the Financial Professional

Associate operates.


Required Skills, Knowledge and Experience

The Prudential Insurance Company of America, one of the Prudential Financial Companies, is

looking for men and women who are ready for a rewarding career opportunity selling insurance

and financial services products a career committed to making an impact in the lives of the people

we touch. Were seeking individuals with these attributes.

· Customer Service Focused

· Revenue Focused (Sales Influence and Persuasion, Sales Resilience, Sales Initiative)

· Self Confident and Autonomous

· Drive and Initiative

· Responsible and Committed

· Excellent Interpersonal Skills

· Good Business Communication Skills

· Ability to Problem Solve, and develop ideas

· Ability to use basic math skills to problem solve

· Good Critical Thinking

· High school diploma or GED qualification required

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 company's 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.

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. Visit to

learn more about our values, our history and our brand.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration

for employment without regard to race, color, religion, sex, sexual orientation, gender identity,

national origin, genetics, disability, age, veteran status, or any other characteristic protected by


Contact Information
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