Sales Support Specialist (Part-Time) at Prudential Ins Co of America in Warwick, Rhode Island

Job Description:

For more than 140 years, Prudential Financial, Inc. has helped individual and institutional customers grow and protect their wealth. 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 financial professionals and leaders can develop to their full potential and strengthen their communities.    

Prudential Advisors division is Prudential’s national sales organization, consisting of 3,000+ financial professionals, advisors and fee-based financial planners. Our advisors offer a broad range of financial solutions to meet the needs of our individual clients. Through continuous integration and adaption, we’ve been able to connect individuals and families with knowledgeable, caring financial professionals since 1875. 

Prudential Advisors is looking for a Part-Time (20 hours per week) Sales Support Specialist that will provide administrative support in the operations area of a professional sales office. The Specialist will support the sales office in the areas of compliance, business quality, financial, new financial professional hires, licensing, technology, report generation, administrative support, special projects, document retention and management, customer support and general office support.  

Responsibilities Include:

• Administrative duties including answering and directing phone calls; opening, sorting and distributing mail


• Providing administrative support to the Director, Sales Support & Oversight, Regional Director and front-line management team


• Tracking and monitoring candidates progress through the pre-hire and appointment process


• Process I-9s for new hires, order security badges for new hires and/or contractors


• Participate in weekly calls with management regarding new hires and firm productivity


• Processing incoming and outgoing policy transfers


• Maintaining all financial professional candidate files and selection requirements


• Paying firm bills through appropriate system


• Maintain the Marketing Materials


• Provide computer and technology support for the Firm


• Miscellaneous projects and support as needed

• Experience within the Financial Services industry preferred


• 1 year minimum experience in an operational or administrative support position 


• Must possess strong organizational skills


• Must have strong verbal and written communications skills


• Must be able to work independently


• Word and Excel knowledge


• Customer service experience


• Strong work ethic


• Results oriented


• Ability to work in a fast-paced environment and adjust priorities to meet changing business needs


• Ability to work in a team environment


• Customer Focused - understands the importance of building and maintaining our customer base