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Financial Representative Associate


Plymouth, MN
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Job Details

Position Title: Financial Representative Associate
Job Code: 439878
Job Location: Minnesota-Plymouth



We are looking for a dynamic insurance and annuities sales professional with passion for helping customers achieve their life goals. The selected candidate will be a member of a newly built team of Broker/Dealer Representatives in support of a new venture that will provide needs-centric financial advice, including insurance and annuities solutions via a Broker/Dealer framework.

The successful candidate wants to join a fast-paced, results-oriented team that is technology enabled, with the stability that comes from a large company, yet the possibilities and potential of a startup.  You will work hard, learn quickly, contribute to product design and enhancement, and feel a great sense of satisfaction.  

You will report to the Director, Broker/Dealer Lead.  You will collaborate with colleagues to ensure the best experience for customers with every interaction. This is a salaried position complemented by an attractive suite of total rewards and benefits, including but not limited to, a competitive bonus structure. 


Responsibilities include:

-          Helps customers achieve their financial goals by assessing suitability for insurance and annuities product offerings.

-          Opportunity to sell through existing and new Prudential customer leads through a strong lead management system with a focus on Prudential-offered insurance and annuities products.

-          Schedule and facilitate digital financial planning meetings to address new and existing customer inquiries regarding their insurance and annuities product needs.

-          Provide exceptional service to customers helping them strive to achieve their financial goals.



-          Bachelor’s degree in Finance, Marketing, Operations or equivalent

-          Minimum 3-5 years of experience in financial services sales, service and/or call centers

-          Financial product knowledge and experience.

-          Understanding of the Financial Planning Process

-          Series 6, 63, Insurance Required; Series 7 preferred, or with willingness to obtain within 120 days.

-          Excellent time management / organizational and relationship-building skills.

-          Strong communication skills (written, verbal) to various audiences – colleagues, leadership, customers.

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: Sales
Schedule: Full-time
Apply on the Company Site
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