Job Classification:
Sales - Sales
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 all associates can develop to their full potential and strengthen their communities. Prudential Advisors is presently recruiting for a Sales Support Administrator aligned to the Greater Texas Financial Group located in Plano, TX.
Position Summary
Aligned to Prudential Advisors vision to be recognized as the leading provider of financial advice and solutions and the top destination for talent, the Sales Support Administrator role is a critical asset to the Greater Texas Financial Group. The position will purposefully focus on recruiting, marketing and sales support activities to drive market and revenue growth.
Candidates will have solid knowledge and experience in the financial services industry or prior experience supporting strategic initiatives.
What You Can Expect:
Recruiting initiatives related to financial professionals; responsibilities may include:
- Source both inexperienced and experienced candidates to the firm
- Engage with candidates to schedule appointments, organize interviews, conduct appropriate introductions and coordinate VIP days for prospective experienced financial professionals
- Monitor candidates as they progress through the pre-hire and appointment process
- Support onboarding process and transition to Prudential
Marketing activities to help drive market growth; responsibilities may include:
- Research market opportunities and work with leadership team in development of strategies and plans to grow market, track and report results
- Increase visibility and brand awareness through oversight of firm’s social media platforms such as the firm’s home page and LinkedIn postings
- Coordinate and execute logistics in support of the firm’s seminar strategy (target audience, drive attendance, manage the venue or technology, track results, etc.)
Sales support to help drive revenue growth; responsibilities may include:
- Owner “lead optimization strategy” for the firm, to help improve lead program scoring factors and conversion results to increase revenue; firm liaison with the Leads Program office to maximize lead program effectiveness
- Manage the new business submission process (NIGO resolution, minimize time from application to delivery/investment, follow on outstanding transfer of assets, etc.)
- Provide new business technology and training support to advisors aligned to the firm (eMoney, eLife, AnnuityNet, Wealthscape, etc.)
Office responsibilities to ensure operational efficiency may include:
- Schedule firm wide meetings, including coordinating seasonal celebrations for the firm
- Monitor adherence with mandatory training requirements
- Financial Support to help manage firm expenses and responsibilities
- Other administrative responsibilities such as scheduling, calendar management and travel arrangements
Responsibilities listed above may or may not apply depending on the unique needs of each firm.
What You’ll Need:
- 1-3 years of relevant work experience. Financial Services experience preferred.
- Experience in supporting recruiting, marketing and sales preferred.
- Proficient with all Microsoft applications (Word, Excel, PowerPoint, Teams and Outlook).
- Strong initiative, self-motivation, good judgement, and the ability to multi-task.
- Excellent interpersonal/customer service and communication skills.
- Ability to work under tight time constraints with competing priorities.
- Strong analytical, interpersonal, and decision-making skills.
- Ability to work both independently and as a standout colleague.
- Discretion required in handling sensitive and privileged information in a respectful and confidential manner.
- Experience using Salesforce, Zoom platform, and LinkedIn is a plus.
What we offer you:
Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $46,300.00 to $71,800.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
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 Programsincluding 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. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
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.
