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
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 experienced financial professionals’ 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
Marketing activities to help drive market growth; responsibilities may include:
Research market opportunities and work with leadership team to develop strategies and plans to grow market, track and report results
Increase visibility and brand awareness through oversight of firm’s social media platforms such as the firm’s home page and LinkedIn postings
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 firm’s Inclusion and Diversity strategy
Sales support to help drive revenue growth; responsibilities may include:
Contribute to the lead optimization strategy to improve lead program scoring factors and conversion results to increase revenue, as well as and partner with the Leads Program office to maximize lead program effectiveness
Support Team Coaching, including tracking commitments, accountability and measuring/reporting results
Support financial planning through e-Money enrollment and perform paraplanning responsibilities based on firm needs
Manage the new business submission process (NIGO resolution, minimize time from application to delivery/investment, follow on outstanding transfer of assets, etc.)
Partner with leadership team to use 4 Disciplines of Execution Strategy framework to execute on firm’s most critical goals as well as monitor and report out on results.
Provide new business technology and training support (ACES, eMoney, eLife, AnnuityNet, Wealthscape, etc.)
Write and service Property & Casualty business (with appropriate training, licensing and appointments)
Office duties to ensure operational efficiency; responsibilities may include:
Manage internal communications, such as the quarterly newsletter
Schedule firm wide meetings, including coordinating seasonal celebrations for the firm
Provide back-up support to manage the front office
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.
Competency and Skill Required
Initiative
Flexibility
Organizational and time management
Excellent interpersonal/customer service and communication
Teamwork and collaboration, as well as the ability to work independently
A passion for building relationships
Ability to work across all levels of the organization
Work effectively in a faced paced environment
Maintain confidentiality of information
Attention to detail
Demonstrated ability to continuously learn
Proficient with Microsoft applications, including Word, PowerPoint, and Excel
Experience with Salesforce, WebEx, Microsoft Teams, Skype for Business, and LinkedIn is a plus.
Experience
One to three years business experience in the Financial Services industry
Recruiting, marketing and sales preferred
Education
Bachelor’s Degree or equivalent experience preferred
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company’s well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential’s businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.
We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand.
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.
The Prudential Insurance Company of America, Newark, NJ and its affiliates.
Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at for more information about doing business with Prudential.
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