Job Classification : Sales - Sales

Sales - Sales

Job Description

At Prudential, we measure our long-term success on our ability to deliver value for shareholders, meet customer needs, and attract and develop the best talent in the industry.

We offer an inclusive work environment where all associates can develop to their full potential and strengthen their communities.

Prudential Advisors is presently recruiting for a Sales Support Administrator aligned to the Greater Heartland Financial Group located in Saint Louis, MO.

Position Summary

Aligned to Prudential Advisors vision to be recognized as the leading provider of financial advice and solutions and the top destination for talent, the Firm Support role is a critical asset to the Greater Heartland Financial Group.

The position will purposefully focus on recruiting, marketing and sales support activities to drive market and revenue growth.

Candidates will have solid knowledge and experience in the financial services industry or prior experience supporting strategic initiatives.

Primary focus areas of this role include :

• Recruiting initiatives related to financial professionals; responsibilities may include :
• Partner with firm advisor teams to identify needs and partner with Recruiting Organization to recruit team members to fill those needs
• Source both inexperienced and experienced candidates to the firm.
• Engage with candidates to schedule appointments, organize interviews, conduct appropriate introductions and coordinate VIP days for prospective experienced financial professionals
• Evaluate resumes, select prospective financial professional candidates with the required experience, competency and skill for the leadership team to review
• Support inexperienced and experienced financial professionals’ licensing and onboarding process and transition to Prudential
• Participate in virtual recruiting webinars by coordinating logistics such as managing the technology, target potential experienced financial professionals and drive attendance
• Monitor candidates as they progress through the pre-hire and appointment process
• Provide regular candidate pipeline updates to the Regional Recruiting team
• CDP Coordinator for firm; as such maintain ongoing communication

Marketing activities to help drive market growth; responsibilities may include :

• Research market opportunities and work with leadership team in development of strategies and plans to grow market, track and report results
• Coordinate and execute logistics in support of the firm’s seminar strategy (target audience, drive attendance, manage the venue or technology, track results, etc.)
• Effectively leverage Pru Advisors library of marketing materials and programs available to help grow markets, increase contacts and position the firm as a financial resource to the community
• Promote the firm’s Inclusion and Diversity strategy
• Drive firm quarterly newsletter initiatives

Sales support to help drive revenue growth; responsibilities may include :

Owner lead optimization strategy for the firm, to help improve lead program scoring factors and conversion results to increase revenue;

firm liaison with the Leads Program office to maximize lead program effectiveness

• Support Team Coaching, including tracking commitments, accountability and measuring / reporting results
• Manage the new business submission process (NIGO resolution, minimize time from application to delivery / investment, follow on outstanding transfer of assets, etc.)
• Provide new business technology and training support to advisors aligned to the firm (eMoney, eLife, AnnuityNet, Wealthscape, etc.)

Financial Support to help manage firm expenses, responsibilities may include :

• Handle Compensation appeals on behalf of advisors and / or firm
• Field Cash Management, including voucher processing oversight
• Agency Reimbursement Credit Account (ARC) oversight

Office responsibilities to ensure operational efficiency may include :

• Manage internal communications
• Schedule firm wide meetings, including coordinating seasonal celebrations for the firm
• Monitor adherence with mandatory training requirements
• Other administrative responsibilities such as scheduling, calendar management and travel arrangements

Responsibilities listed above may or may not apply depending on the unique needs of each firm.

Competencies and Skills Required

• Proficient with all Microsoft applications (Word, Excel, PowerPoint, Teams and Outlook).
• Strong initiative, self-motivation, good judgement, and the ability to multi-task.
• Excellent interpersonal / customer service and communication skills.
• Ability to work under tight time constraints with competing priorities.
• Strong analytical, interpersonal, and decision-making skills.
• Ability to work both independently and as a standout colleague.
• Discretion required in handling sensitive and privileged information in a respectful and confidential manner.

Experience

• Minimum one to three years business experience in the Financial Services industry.
• Experience in supporting recruiting, marketing and sales is preferred.

LI-KW1

Last updated : 2024-07-02