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Strategic Financial Services Representative

Prudential Financial
Niagara Falls, NY Full Time
POSTED ON 3/19/2025
AVAILABLE BEFORE 4/17/2025

Prudential Advisors is seeking an experienced financial professional to join their team in Niagara Falls. The ideal candidate will have a strong track record of success in client relationship management and be interested in working with an existing book of clients.

Company Overview

We provide our advisors with the tools, products, and platform to deliver an outstanding client experience. Our open architecture platform offers a wide range of client solutions, and we offer competitive payouts for both Standard and 1099 contracts.

Job Description

This position offers the opportunity to service an existing book of business upon hire and build a strong client base through Prudential's exceptional referral programs. You will also have access to 20 different types of lead programs and the ability to create client solutions without proprietary product sales requirements.

  • The ability to service an existing book of business upon hire
  • The ability to build a strong client base through referral programs
  • Access to 20 different types of lead programs
  • The opportunity to create client solutions without proprietary product sales requirements

Required Skills and Qualifications

To be successful in this role, you will need:

  • Series 6 and 63 required, Series 7 and 66 (63/65) preferred
  • Insurance license required
  • Two or more years of industry experience

Benefits

We offer a comprehensive benefits package, including three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan. You will also receive transition support and practice building programs.

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