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Annuities Disbursement Processor


Dresher, PA
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Job Details

Position Title: Annuities Disbursement Processor
Job Code: 394738
Job Location: Pennsylvania-Dresher
The Annuities Disbursement Processer is responsible for disbursing money from Prudential Annuities upon request. Incumbents must have knowledge of fixed and variable investments within the Non-Qualified and Qualified markets. Incumbents must have a proficient knowledge of all our support systems for each product/market. This incumbent is responsible for reviewing the forms received for "good order". Review includes but is not limited to tax, procedural and compliance requirements. Once the case is determined in "good order" the representative inputs the request for the client in the appropriate system. Cases that do not meet the "good order" review are referred for handling.  Also responsible for transactions including: full surrenders, partial withdrawals, required minimum distributions, 1035 exchanges, transfers and rollovers.
The hours for this position are from 10AM – 6:15PM.

  • Minimum 1-2 years of customer service or related experience
  • Strong attention to detail and problem resolution skills
  • Bachelor’s degree preferred
  • Financial Services experience is a plus
  • Excellent oral and written communication skills
  • Ability to excel in a team environment, as well as work well independently
  • Capable of thinking like the financial professional and customer, with a passion to deliver top quality service
  • Available to work overtime as needed

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.
Job Function: Operations
Schedule: Full-time
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