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Retirement Security Education Program Coordinator

Prudential


Location:
Hartford, CT
Date:
11/17/2017
2017-11-172017-12-16
Job Code:
440579
Prudential
Apply on the Company Site
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Job Details

Position Title: Retirement Security Education Program Coordinator
Job Code: 440579
Job Location: Connecticut-Hartford
Description:
The Retirement Security Education Program Coordinator is a client-facing position, responsible for coordinating every operational component of a client’s retirement educational event. Major responsibilities include, but are not limited to: conducting live webinars, presentation recordings, live meeting support, administering the web based scheduling tool, delivery of accurate meeting materials including presentations. The candidate is responsible for handling time-sensitive business decisions which tie directly to client satisfaction and business profitability.  Responsibilities include but are not limited to;
 
Core Functional Responsibilities:
  • Manage the successful end-to-end coordination and execution of on-site educational meeting services. Coordinate and negotiate meeting dates and times directly with clients/intermediaries to ensure execution of the client’s Communication and Education strategy
  • Conduct virtual client meetings
  • Be a team resource for presentation review and consult
  • Edit meeting presentations as requested and in accordance with internal processes
  • Serve as primary point of contact for clients regarding on-site educational meeting logistics
  • Ensure all necessary meeting information is accurately uploaded into the web based scheduling tool
  • Ensure all meeting materials are accurately ordered and shipped to appropriate client locations in advance of education meeting date(s)
  • Engage with internal partners to obtain plan-level information as necessary, in advance of direct client contact, and provide status to all parties regarding event
  • Provide feedback to business partners regarding themes in educational trends, material demands, client requests, etc.

  • Strong relationship management, communication and negotiation skills are required
  • Strong written and verbal communication skills
  • Demonstrated ability to conduct virtual or live participant/client meetings
  • Superior attention to detail
  • Intermediate skills in Microsoft Office Word, Excel and PowerPoint
  • Ability to capably manage multiple, competing priorities in a fast-paced environment
  • Demonstrated ability to meet deadlines, and to anticipate the needs of the business
  • Working knowledge of Prudential systems strongly preferred, including Pruforce, eTrax, SMART, IMFP or the ability and aptitude to learn systems quickly
  • Project management experience preferred
  • Financial Services Industry or Education background experience preferred
  • FINRA Series 6 or 7 preferred
  • Bi-lingual preferred

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: Project Management
Schedule: Full-time
Apply on the Company Site
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