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Dedicated Retirement Counselor

Prudential


Location:
Des Moines, IA
Date:
04/27/2017
Job Code:
404458
Prudential
Apply on the Company Site
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Job Details

Position Title: Dedicated Retirement Counselor
Job Code: 404458
Job Location: Iowa-Des Moines
Description:

The primary responsibility of the Retirement Counselor is to provide retirement education and expertise to our client's employees located at various facilities around the Des Moines, IA area. The successful candidate will be responsible for:

 

  • Developing strategic relationships with centers of influence at various client locations.
  • Scheduling site visits at various client locations in Des Moines, Cedar Rapids and Sioux Falls.
  • Delivering effective group presentations to diverse audiences on such topics as; features and benefits of the employer sponsored plans, budgeting, asset allocation and retirement readiness.            
  • Conducting effective needs-based one-on-one consultations
  • Spending 80% - 90% of their time at client locations meeting assigned goals such as generating new enrollments, increasing contribution rates, improving asset allocation and asset consolidation/retention.
  • Working closely with internal business partners delivering increased client value
  • Providing high-touch service

 

The successful candidate must also:

  • Be well versed in Defined Benefit, Defined Contribution and Non-Qualified Plans, as well as holistic retirement planning concepts.
  • Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities.
  • Have experience with a consultative needs-based approach helping people in a financial services environment.

 

 

 


  • Minimum 3-5 years financial services/retirement experience preferred
  • FINRA Series 6 & 63 and state life insurance licenses required
  • Strong presentation skills
  • Ability to work independently; results-oriented
  • Must be willing to travel between client locations

 

 


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 www.prudential.com 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 staffingagencies@prudential.com for more information about doing business with Prudential.
Job Function: Banking/Financial Services
Schedule: Full-time
Apply on the Company Site

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