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Experienced Financial Professional

Company: Prudential Financial, Inc.
Location: San Jose
Posted on: July 1, 2020

Job Description:

Experienced Financial Professional - Prudential Financial _ga Cookie Value Careers-Job Search-Job DetailsJob Description - Prudential Financial Human Resources WT_FPC Cookie Value Skip to main content (Press Enter). Go to - Continue an Application - Students - Talent Acquisition Partners - LinkedIn Opens in new window - Glassdoor Opens in new window - Facebook Opens in new window - Twitter Opens in new window Prudential Careers - Overview - A Focus on Talent - About the Company - Working at Prudential - Find a Career - Stories - Continue an Application - Students - Talent Acquisition Partners - LinkedIn Opens in new window - Glassdoor Opens in new window - Facebook Opens in new window - Twitter Opens in new window - Go to Prudential.comMenu Close Prudential Careers Search for Jobs Start of main content BACK TO SEARCH RESULTS Sales and Distribution - San Jose, CA Experienced Financial Professional - Job Details - Related Jobs - Resources About the position The Prudential Insurance Company of America, one of the Prudential Financial Companies, is looking for men and women who are ready for a rewarding career opportunity selling insurance and financial services products and committed to making an impact in the lives of the people they touch. Position Summary The Financial Professional position is a sales position with The Prudential Insurance Company of America selling insurance and financial services. Financial Professionals assist their clients with a range of insurance and investment needs; either as a generalist or with one or more special areas of expertise, such as fee-based financial planning*, insurance for business needs, or estate planning needs. Key activities of the Financial Professional include: - Sell insurance and investment products - Solicit new customers through approved techniques and methods - Provide client service for the products they own - Conserve existing insurance and investments Essential Job Functions As our representative, the Financial Professional must have a full understanding of all our products and be able to recommend to appropriate solutions in the interest of the customer. Financial Professionals develop and sustain long-term relationships between Prudential and our policyholders that will benefit all parties - client, Prudential, and Financial Professional. The Financial Professional's general duties include the responsibility to: - Prospect for clients, develop insurance and investment strategies and make sales presentations regularly for a broad range of life and non-life insurance contracts and financial products and services sold by Prudential Financial companies. - Propose insurance and investment products appropriate to the clients' needs and ability to pay. - Make the necessary adjustments in the clients' portfolios as their needs and objectives change. Although many transactions are handled by the Customer Service Office, the Financial Professional should understand how to provide service, such as processing loans, surrenders, changes in beneficiary, claims, policy options, and the like, as well as being able to explain to clients the effect of these transactions. - Maintain in force the existing insurance and investments products of clients, secure the reinstatement of insurance that has lapsed, and perform all the duties incident to the care and conservation of the business assigned by Prudential. This may apply to all policies, whether or not the insurance was originally sold by the Financial Professional. - Maintain records of account, and render when required, on forms provided by Prudential, a report of all business transacted and complete accounting of all monies received on behalf of Prudential Financial companies. - Conform to and abide by the procedures, rules and requirements of Prudential Financial companies, of regulatory bodies, and the state or states where the Financial Professional Associate operates. Qualifications - Five or more years as a full time, commission based, financial services sales professional preferred - Active life insurance license required - FINRA series 6 registration preferred (if not, must be obtained within 90 days of hire) - Revenue Focused (Sales Influence and Persuasion, Sales Resilience, Sales Initiative) - Self Confident and Autonomous - Drive and Initiative - Responsible and Committed - Excellent Interpersonal Skills - Good Business Communication Skills - Ability to Problem Solve, and develop ideas - Good Critical Thinking - High school diploma or GED qualification required 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. 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. Securities products and services are offered through Pruco Securities, LLC. 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, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. 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. Apply Now Email this Job Apply Now Email this Job Resources for Applicants - Tips for Success - Finding the Right Fit - Our Commitment to Diversity Apply Now Share this Job Related Jobs Retirement Counselor, Traveling (Cincinnati, Ohio)Sales and Distribution - BL00037--OH-Virtual Office, OH - BL00019--KY-Virtual Office, KY Full Time Position - Job No: TRA000AXView Job Description Vice President SalesSales and Distribution - BL00037--OH-Virtual Office, OH - BL00016--IN-Virtual Office, IN - BL00024--MI-Virtual Office, MI Full Time Position - Job No: STA000CLView Job Description Financial Wellness Account Executive (San Francisco or Chicago)Sales and Distribution - BL00015--IL-Virtual Office, IL - BL00005--CA-Virtual Office, CA - San Francisco, CA - Chicago, IL Full Time Position - Job No: PRU000YHView Job Description Internal Wholesaler- Investments/Mutual Funds (Newark, NJ)Sales and Distribution - Newark (NJ), NJ Full Time Position - Job No: PI 0005HView Job DescriptionSearch All Jobs Email this Job mailto:?subject=Prudential%20Careers & body=I%20thought%20you%20might%20be%20interested%20in%20this%20job.%20%0A%0AXXXX Prudential Careers Go to Prudential Prudential Careers - Overview homepage - A Focus on Talent - About the Company - Working at Prudential - Find a Career - Internships - Talent Acquisition Partners Connect on Social Media - LinkedIn Opens in new window - Glassdoor Opens in new window - Facebook Opens in new window - Twitter Opens in new window - Terms & Conditions - Accessibility Help - Privacy Center - Online Privacy Statement - Business Integrity - Social Responsibility - Diversity and Inclusion Warning: Misuse of Prudential name in fraud schemes. The views expressed by each employee is based on his or her personal experiences and opinions. An individual's own abilities, dedication, and achievements will have a direct impact on his or her success at Prudential, potential for professional growth, and opportunities for other careers at Prudential and its affiliates. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. The Prudential Insurance Company of America, Newark, NJ and its affiliates. Prudential Financial, its affiliates, and their financial professionals do not render tax or legal advice. Please consult with your tax and legal advisors regarding your personal circumstances. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Pruco Life Insurance Company, an Arizona company - California COA # 3637. The Prudential Insurance Company of America - California COA # 1179. Prudential Retirement Insurance and Annuity Company - California COA # 08003 Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency - May Lose Value - Not a Deposit of or Guaranteed by the Bank or any Bank Affiliate EEO IS THE LAWPDF file downloads or opens in a new window. People with DisabilitiesOpens in a new window Prudential is an Employer that participates in E-Verify. See the E-Verify notice.PDF file downloads or opens in a new window. Learn about your right to work.PDF file downloads or opens in a new window. Template: -00001-00 2020 Prudential Financial, Inc. and its related entities.

Keywords: Prudential Financial, Inc., San Jose , Experienced Financial Professional, Accounting, Auditing , San Jose, California

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