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-related 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-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 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 base 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 lower of two prices (Beginning or End of the purchase period), after one year of service. Company Overview PGIM is a money manager whose clients rely on their risk management expertise, intellectual capital, and innovative solutions. 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 1001-5000 employees. Its website is