Mutual Funds and Annuities Associate

Prudential 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 weeks.
• 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 virtually, 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.

At Prudential, you can:

Take charge of your career. We equip and empower our employees to expand their skills and experience by using powerful learning, gigs, and job opportunities. We offer a suite of services including 1:1 Career advice, on demand resources and networking to propel your career forward.

We’re a global organization, full of outstandingly dedicated people who aren’t afraid to think differently, challenge the status quo and take sensible risks along the way. You will enjoy pushing boundaries as we build innovative technology that helps clients, customers and employees live their best lives. You will have access to leadership and learning opportunities and the resources needed to take your career in any direction. We will help you do your best work, offering flexibility, while delivering on our Purpose.