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Job Details

Financial Services Associate

Company name
Prudential Financial, Inc

White Plains, NY, United States

Employment Type

Sales, Finance

Posted on
Nov 20,2019

Valid Through
Mar 04,2020


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Position Summary

The Financial Service Associate position is a sales position with The Prudential Insurance Company of America selling insurance and financial services. Financial Services 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 new 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 Service Associates be capable of mastering the complexities of the job, continually learning new products, information, and approaches. As our representative, the Financial Services Associate must have a full understanding of all our products and be able to recommend to customers the appropriate solutions that are in the best interest of the customer. The end result of the Financial Services Associate's work is to develop long-term relationships between us and the policyholder that will impact the personal welfare of many people.

The Financial Services Associate's 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 most suitable to the applicant's needs and ability to pay.

Make the necessary adjustments in the policyholder's portfolio in light of changes in the policyholder's needs. Although many transactions are handled by the Customer Service Office, an Financial Services 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 Services 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 and the state or states where the Financial Services 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. We're 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 law. Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at for more information about doing business with Prudential.','Sales and Distribution','United States-New York-White Plains','','Full-time','','Financial Services Associate

Company info

Prudential Financial, Inc
Website :

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