Operations & Sales Support Specialist (Mayfield Heights, OH) at Prudential Ins Co of America in Mayfield Heights, Ohio

Job Description:

Job Classification:

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 is looking for an Operations and 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:

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


• Receptionist duties including answering and directing phone calls, and opening, sorting and distributing mail.


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


• Supporting the sales office in financial professional and management recruiting; 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


• Supporting training for the financial professionals, management and other firm staff


• Tracking relevant industry economic and legal changes


• Reading relevant industry and financial publications


• Supporting the sales office to ensure the timely issuance of new business from the underwriting division


• Supporting the BQP process by collecting appropriate data via FOCUS


• Processing incoming and outgoing policy transfers


• Recommending specific action plans to solve problems regarding new business


• Interfacing with home office staff to expedite process of underwriting


• Monitoring and tracking mandatory certification process (PALMS)


• Maintaining all financial professional candidate files and selection requirements


• Paying firm bills through appropriate system

Qualifications:

• Experience within the Financial Services industry preferred


• 1 year minimum experience in an operational, administrative and/or sales support position 


• Must possess strong organizational and 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

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 call (800) 433-8960, prompt 4 or email accommodations.hw@prudential.com.

Please note that the above number and email are 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.