What are the responsibilities and job description for the Investment and Retirement Specialist position at Prudential Financial?
About This Role
This is an exciting opportunity to join our team as a Financial Professional, working with clients to help them achieve their financial goals. As a member of our team, you'll have the opportunity to develop your skills and expertise, working closely with experienced professionals who are passionate about delivering exceptional client service.
Responsibilities
As a Financial Professional, your key responsibilities will include:
- Developing relationships with clients and identifying opportunities to grow their wealth
- Providing expert guidance and support to help clients make informed decisions about their financial futures
- Managing client investment portfolios and identifying opportunities to improve returns
- Pursuing new business opportunities and growing existing relationships
Requirements
To be successful in this role, you'll need to possess excellent communication and interpersonal skills, as well as the ability to build strong relationships with clients. You should also have a customer service mindset and be able to work effectively in a team environment. Prior sales experience and/or a college degree or equivalent work/life experience are highly desirable.
Our Team
We're a dynamic and supportive team, passionate about delivering exceptional client service and achieving outstanding results. Our associates enjoy a collaborative work environment, with access to comprehensive training and development programs to help them succeed in their roles.
