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Director, Northeast Retirement Security Education Team


Iselin, NJ
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Job Details

Position Title: Director, Northeast Retirement Security Education Team
Job Code: 437818
Job Location: New Jersey-Iselin

The Director of the Northeast Retirement Security Education Team is responsible for leading a regional team of 39 Retirement Counselors. This team provides on-site retirement counseling and education to our clients’ employees. The team is accountable for delivering our participant engagement and retirement security education strategies. The successful candidate must be a proven leader with extensive knowledge of the retirement marketplace.




  • Lead the Northeast Retirement Counselor team engaging individuals and assisting them to take action toward retirement preparedness. 
  • Support the Key Account regional business goals and client persistency. 
  • Meet regularly with clients and internal business partners to execute on client strategies while evaluating both client and participant needs. 
  • Manage the team to achieve results through strong talent development, performance management and setting clear performance objectives. 
  • Identify regional and competitive trends to influence future regional direction on participant communication and education programs.
  • Continuously look for ways to streamline processes and share best practices across the team.
  • Represent Prudential Retirement at select client and intermediary meetings to showcase the value of the dedicated retirement counseling offering. 
  • Present the benefits and competitive differentiation of the dedicated retirement counselors. 
  • Manage all compliance aspects of the team in conjunction with FINRA, SEC, DOL, State Insurance regulations and enterprise risk/compliance guidelines.

  • 4 to 8 years of strategic client account management, participant education and/ or management experience in the retirement or financial services industry.
  • BA or BS degree or equivalent experience.
  • Extensive understanding of the retirement marketplace and market trends impacting the education needs of participants.
  • Strong understanding of participant retirement readiness trends and saving behaviors.
  • Strong understanding of retirement distribution channels, products and services.
  • Strong process management orientation with the demonstrated ability to implement streamlined and efficient processes.
  • Strong talent management mindset with demonstrated ability to develop team talent.
  • FINRA series 6 or 7 required, with the ability to acquire the series 24 or 26 along with State Insurance license within 120 days.
  • Ability to travel extensively throughout the Northeast United States and other locations.
  • Must be able to carry up to 30lbs between client locations, including walkways and stairways.
  • This position can be based in the Hartford, CT or Woodbridge, NJ office or can be remote based in the Northeast only.

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: Other
Schedule: Full-time
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