Mutual Funds & Annuities Associate (Remote)

Job Classification:

Investment Management - Investment Operations

Prudential has an exciting opportunity for a dynamic, results-oriented individual who is interested in challenging work, the ability to influence business partner relationships and client outcomes and contribute to the success of one of the world’s most admired companies.

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:

• Ability to work 10:00AM-6:00PM EST. Training will be 9:00AM - 5:00PM EST for 6 weeks.
• A desire to work occasional overtime.
• Bachelor’s 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 virtually, 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. 
• Must have the capability to handle calls with a cell phone (would need to have unlimited data and minutes) or a landline.  Your personal phone number will not be identified to customers.
• 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.

We’re a global organization, full of outstandingly dedicated people who aren’t 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 $46,300.00 to $71,800.00. 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 $1,600 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.  

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. 

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. 

If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. 

 

If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

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