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Mutual Funds and Annuities Associate


Dresher, PA
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Job Details

Position Title: Mutual Funds and Annuities Associate
Job Code: 457438
Job Location: Pennsylvania-Dresher
  • Conduct outbound calls to our clients and financial professionals to discuss the upcoming annuitization event.
  • Review of annuitization process including payout options, transactions including maturity quote processing, maturity election in admin system such as annuity date extensions and control monitoring. 
  • Must have knowledge of fixed and variable investments within the Non-Qualified and Qualified markets.
  • Must be committed to owning escalated customer issues with a robust ability to research and solve complex issues. 
  • Experience and proficient knowledge of all our support systems for each product/market.

  • Must be able to learn and retain a large amount of technical information in a relatively short period of time. 
  • Minimum 1-2 years of customer service or related experience
  • Call center experience preferred 
  • Ability to think like the customer and financial professional with a passion to deliver top quality service. 
  • Strong organization skills with the ability to successfully multitask and manage change. 
  • Strong attention to detail and problem resolution skills
  • Bachelor’s degree preferred
  • Excellent oral and written communication skills
  • Ability to excel in a team environment, as well as work well independently
  • Ability to think like the financial professional and customer, with a passion to deliver top quality service
  • Ability 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: Customer Service and Call Center
Schedule: Full-time
Apply on the Company Site
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