Mutual Funds & Annuities Associate

Prudential Financial is a recognized leader in financial services, offering an exciting opportunity for a Mutual Funds & Annuities Associate. The role involves managing new business cases, assisting producers with service-related requests, and ensuring excellent service through collaboration with internal divisions. Responsibilities Demonstrate ownership, urgency, and responsiveness in assisting producers (Brokerage General Agency Staff, Financial Advisors, etc.) and internal sales team with service-related requests, via 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 ideas, contributing to a culture of continuous 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 Bachelor's degree or equivalent work experience preferred 1-2 years previous customer service experience is desired Strong written and verbal communication skills Good organizational skills Ability to handle multiple priorities This position will work remotely after the training period; therefore new hires must be able to provide the following: Subscribe to internet service provider plan with at least 25 Mbps download speeds Must have the capability to handle calls with a cell phone (would need to have unlimited data and minutes) or a landline Quiet area in your home with minimal distractions and noise free Reliability and Dependability throughout our extensive training program is required Annuities experience preferred Case management experience preferred but not required Benefits Medical, dental, vision, life insurance, disability insurance Paid Time Off (PTO) 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 lower of two prices (Beginning or End of the purchase period), after one year of service 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. Company Overview Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits. It is a sub-organization of Prudential Financial. It was founded in 1875, and is headquartered in Newark, New Jersey, USA, with a workforce of 10001+ employees. Its website is