Mutual Funds & Annuities Associate
Prudential Annuities Distributors (PAD), Jacksonville, FL, United States
Job Classification:Investment Management - Investment OperationsPrudential 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 6-8 weeks in-person at the Jacksonville office located at 701 San Marco Blvd, Jacksonville, FL 32207.* 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 remotely after the training period; 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.#LI-MG1# **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 $45,700.00 to $75,500.00. 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 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.Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with approximately $1.4 trillion in assets under management as of Dec. 31, 2023, has operations in the United States, Asia, Europe, and Latin America. Prudential’s diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential’s iconic Rock symbol has stood for strength, stability, expertise and innovation for 150 years. For more information please visit news.prudential.com.**Our Commitment to an Inclusive Workplace**Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU), is a global investment manager with US $1.3 trillion in assets under management as of Dec. 31, 2023. With offices in 18 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate, and alternatives. For more information about PGIM, visit pgim.com.Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. For more information please visit news.prudential.com.PGIM Inc. (PGIM) is the principal asset management business of Prudential Financial, Inc. (PFI), a company incorporated and with its principal place of business in the United States. PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the #J-18808-Ljbffr
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.#LI-MG1# **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 $45,700.00 to $75,500.00. 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 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.Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with approximately $1.4 trillion in assets under management as of Dec. 31, 2023, has operations in the United States, Asia, Europe, and Latin America. Prudential’s diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential’s iconic Rock symbol has stood for strength, stability, expertise and innovation for 150 years. For more information please visit news.prudential.com.**Our Commitment to an Inclusive Workplace**Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU), is a global investment manager with US $1.3 trillion in assets under management as of Dec. 31, 2023. With offices in 18 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate, and alternatives. For more information about PGIM, visit pgim.com.Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. For more information please visit news.prudential.com.PGIM Inc. (PGIM) is the principal asset management business of Prudential Financial, Inc. (PFI), a company incorporated and with its principal place of business in the United States. PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the #J-18808-Ljbffr