Job Classification:
Sales - Sales
At Prudential, we measure our long-term success on our ability to deliver value for shareholders, meet customer needs, and attract and develop the best talent in the industry. We offer an inclusive work environment where all associates can develop to their full potential and strengthen their communities. Prudential Advisors is presently recruiting for a Sales Support Administrator aligned to the Pacific Northwest Financial Group located in San Jose, CA. This is a part-time onsite role.
Position Summary
Aligned to Prudential Advisors vision to be recognized as the leading provider of financial advice and solutions and the top destination for talent, the Sales Support Administrator role is a critical asset to the Pacific Northwest Financial Group. The position will purposefully focus on recruiting, marketing and sales support activities to drive market and revenue growth.
Candidates will have solid knowledge and experience in the financial services industry or prior experience supporting strategic initiatives.
What You Can Expect:
Recruiting initiatives related to financial professionals; responsibilities may include:
- Source both inexperienced and experienced candidates to the firm
- Engage with candidates to schedule appointments, organize interviews, conduct appropriate introductions and coordinate VIP days for prospective experienced financial professionals
- Monitor candidates as they progress through the pre-hire and appointment process
- Support onboarding process and transition to Prudential
Marketing activities to help drive market growth; responsibilities may include:
- Research market opportunities and work with leadership team in development of strategies and plans to grow market, track and report results
- Increase visibility and brand awareness through oversight of firm’s social media platforms such as the firm’s home page and LinkedIn postings
- Coordinate and execute logistics in support of the firm’s seminar strategy (target audience, drive attendance, manage the venue or technology, track results, etc.)
Sales support to help drive revenue growth; responsibilities may include:
- Owner “lead optimization strategy” for the firm, to help improve lead program scoring factors and conversion results to increase revenue; firm liaison with the Leads Program office to maximize lead program effectiveness
- Manage the new business submission process (NIGO resolution, minimize time from application to delivery/investment, follow on outstanding transfer of assets, etc.)
- Provide new business technology and training support to advisors aligned to the firm (eMoney, eLife, AnnuityNet, Wealthscape, etc.)
Office responsibilities to ensure operational efficiency may include:
- Schedule firm wide meetings, including coordinating seasonal celebrations for the firm
- Monitor adherence with mandatory training requirements
- Financial Support to help manage firm expenses and responsibilities
- Other administrative responsibilities such as scheduling, calendar management and travel arrangements
Responsibilities listed above may or may not apply depending on the unique needs of each firm.
What You’ll Need:
- Minimum one to three years business experience in the Financial Services Industry.
- Experience in supporting recruiting, marketing and sales preferred.
- Proficient with all Microsoft applications (Word, Excel, PowerPoint, Teams and Outlook).
- Strong initiative, self-motivation, good judgement, and the ability to multi-task.
- Excellent interpersonal/customer service and communication skills.
- Ability to work under tight time constraints with competing priorities.
- Strong analytical, interpersonal, and decision-making skills.
- Ability to work both independently and as a standout colleague.
- Discretion required in handling sensitive and privileged information in a respectful and confidential manner.
- Experience with Salesforce, zoom platform, and LinkedIn is a plus.
What We Offer You:
- Market competitive base salaries with yearly bonus potential
- Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave
- Retirement plans:
- 401(k) plan with company match (up to 4%)
- Company-funded pension plan
- Wellness Programs to help you achieve your wellbeing goals, including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
- Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
- Tuition Assistance to help finance traditional college enrollment toward obtaining an approved degree, many accredited certificate programs, and industry designations.
- Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
To find out more about our Total Reward package, see our Total Rewards Brochure. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $46,200.00 to $68,900.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
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, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law.
The Prudential Insurance Company of America, Newark, NJ and its affiliates.
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.
PEOPLE WITH DISABILITIES:
If you need an accommodation to complete the application process, which may include an assessment, please email accommodations.hw@prudential.com.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.