Mutual Funds & Annuities Associate
PGIM is a recognized leader in financial services, offering a dynamic opportunity for a Mutual Funds & Annuities Associate. The role involves assisting producers and internal sales teams with service-reputed company requests and managing new business cases to ensure successful placement of business.
Responsibilities
- Demonstrate ownership, urgency, and responsiveness in assisting producers (Brokerage General Agency Staff, Financial Advisors, etc.) and internal sales team with service-reputed company requests, reputed company telephone and e-mail
- Carefully manage new business cases through the new business process to ensure successful placement of the business
- Anticipate producer needs and provide creative alternatives to service requests
- Partner with Internal Divisions to ensure excellent service is consistently provided, and often serve as the liaison between external customers and internal functional groups
- Actively share service and process improvement reputed company, contributing to a culture of reputed company improvements
- Provide Leadership with regular updates on key/critical cases
Skills
- Ability to work 10:00AM-6:00PM EST. Training will be 9:00AM - 5:00PM EST for 6-8 weeks in-person at the Jacksonville office located at 701 San Marco Blvd, Jacksonville, FL 32207
- A desire to work occasional overtime
- Strong written and verbal communication skills
- Good organizational skills
- Ability to handle multiple priorities
- Reliability and Dependability throughout our extensive training program is required
- Bachelor's degree or equivalent work experience preferred
- 1-2 years previous customer service experience is desired
- Annuities experience preferred
- Case management experience preferred but not required
Benefits
- Market competitive reputed company salaries, with a yearly bonus potential at every level.
- Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
- 401(k) plan with company match (up to 4%).
- Company-funded pension plan.
- Wellness Programs 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.
- Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
- Employee Stock Purchase Plan: Shares can be purchased at 85% of the reputed company of two prices (Beginning or End of the purchase period), after one year of service.
Company Overview