Investment Specialist

Job Description: Inside Sales - Prudential Personal Retirement Services offers comfortable work environment, competitive pay and a comprehensive benefit package.

Uses a strong knowledge of brokerage industry to sell Prudential products using proven, successful sales techniques.

Provides professional, reliable and prompt service to customers.

Identifies and seeks opportunities for asset retention.

Demonstrates knowledge of defined contribution plans, distribution processes and compliance regulations by answering customer questions and turning customer inquiries into successful sales.

Educates and counsels individuals taking distributions from their defined contribution plans on options, plan provisions and taxation.

Responds to inquiries received through the 1-800 # and/or email in a courteous and timely manner.

Takes ownership of requests to ensure the customer expectations are met and exceeded.


Requirements:


Bachelors degree or equivalent work experience (2 to 4 years in customer service/sales environment) required.

Series 7 license, Series 66 license and Life insurance required within 60 days of employment.

Demonstrated sales abilities.

Strong working knowledge of retirement plans preferred.

Excellent customer service characteristics.

Strong interpersonal skills and leadership qualities.

Solid organizational skills.

Excellent written and verbal communication skills.

Research and technical knowledge/ability.

PC/technologically proficient

Self motivated and solid team player.

Any applicant selected for this position will be required to submit to an extensive background screening and a credit check. Failure to comply will eliminate an applicant from consideration for this position. Any negative information obtained as a result of the background screening may result in the disqualification of the applicant from this and any other position in Prudential, including their current position if they are an internal applicant.