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Financial Professional Associate

Sales/Retail/Business Development Jobs
Prudential Advisors (aka Prudential Financial)

Job Summary

Full Time
Posted on
February 26, 2018
Prudential Advisors (aka Prudential Financial)
Bellevue, Washington
Years of Experiences
Career Level
Education Level
Hourly + Commission + Benefits

About Prudential Advisors (aka Prudential Financial)

A Company Built on Talent Prudential is a company of smart, ambitious professionals working together across a multitude of disciplines. Together, we are building a better financial future for our customers and our communities around the globe. At Prudential, we understand that a company is only as good as its people. This simple fact is central to all that we do. We call it “the Talent Mindset” – a company-wide commitment to attract and develop the dedicated professionals whose insights, innovation, and hard work fuel our success and make us a global leader in financial services.

Contact name
Marc Delphine, Talent Acquisition Manager & Financial Advisor

Job description

Financial Professional Associate Job Summary



Position Summary


The Financial Professional Associate position is a salesposition with Prudential Advisors selling insurance and financial services. Financial Professional Associates participate in acomprehensive development program, developing product knowledge, and sellingexperiencewhile offering appropriate insurance and investment products to help clientsmeet their financial goals.


After the training and development program, many will continue to be financial services generalists,assisting clients with a range of insurance and investment needs; others will go on to develop a specialty, such as fee-based financial planning, insurance for business needs, or estate planning needs.


Overall Duties and Responsibilities


  •          Sellinsurance, financial services and investment products

    •          Solicit new customers through approved techniques and methods

    •          Conserve existing insuranceand investments products

  •          Service the insurance and investment needs of all owners of policiesissued or offered by Prudential Financial companies.



Essential Job Functions


It is important that Financial ProfessionalAssociates be capable of mastering the complexities of the job, continually learning newproducts, information, and approaches. Asour representative, the Financial Professional Associate must have a full understanding of all our products and be able to recommend to customers the appropriate solutionsthat are in the interest of the customer. The end result of the Financial Professional Associate’s work is to develop long-term relationships between us and the policyholder that will impact the personal welfare of many people.


The Financial Professional Associate’s general duties include the responsibility to:

  •          Prospect for clients, developinsurance andinvestment strategies and make sales presentations regularly for

a broad range of life and non-life insurance contracts and financial products and services sold byPrudential

Financial companies.

  •          Propose insurance and investment products appropriate to the applicant’s needs and ability to pay.

  •          Make the necessary adjustments in the policyholder’s portfolio in lightof changes inthe policyholder’s needs.

Although many transactionsare handled by the Customer Service Office, an Financial Professional Associate

should understand how to provide services, such as processing loans, surrenders, changes in beneficiary,

claims, policy options, and the like, as well as being able to explain tocustomers the effect of these transactions.

  •          Maintain in force the existinginsurance and investmentsproducts 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 toall policies,whether or not the insurancewas originally sold by the

Financial Professional Associate.

  •          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 receivedon behalf of Prudential Financial


  •          Conform to and abide by theprocedures, rules and requirements of Prudential Financial companies, of regulatory

bodies, and the state or states where the Financial Professional Associate operates.




Required Skills, Knowledge and Experience


The Prudential Insurance Company of America, one of the Prudential Financial Companies, is looking for men and womenwho are ready for a rewarding career opportunity selling insurance and financial servicesproducts… a career committed to making an impact in the lives of the people we touch.  We’re seekingindividualswith these attributes.


  •          Customer Service Focused


  • 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

  • Ability to use basic math skills to problem solve

  • Good Critical Thinking

  • High school diploma or GED qualification required






"Prudential Advisors" isa brand name of The Prudential Insurance Company of America and its subsidiaries.

©2016 Prudential Financial, Inc. and its related entities. Prudential, the Prudential logo, the Rock symbol and Bring Your

Challenges are service marks of Prudential Financial, Inc., and its related entities, registered in many jurisdictions worldwide.

Insurance is issued by The Prudential Insurance Company of America and its affiliates. Offering financial planning and

investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning

Services (PFPS), pursuant to separate client agreement. Offering insurance and securities products and services asa

registered representative of Pruco, and an agent of issuing insurance companies.


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. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ and its affiliates.


Prudential is an Employer that participates in E-Verify.