Prudential Financial companies serve individual and institutional customers worldwide and  include The Prudential Insurance Company of America, one of the largest life insurance companies  in the United States. These companies offer a variety of products and services, including life  insurance, mutual funds, annuities, pension and retirement-related services and administration,  asset management, banking and trust services, real estate brokerage franchises, relocation services  and, through a joint venture, retail securities brokerage services. For more information, visit  www.prudential.com.

Key Account Retirement Counselor 

Location: New York, New York 

Prudential Financial companies serve individual and institutional customers worldwide and include The Prudential Insurance Company of America, one of the largest life insurance companies in the United States. These companies offer a variety of products and services, including life insurance, mutual funds, annuities, pension and retirement-related services and administration, asset management, banking and trust services, real estate brokerage franchises, relocation services and, through a joint venture, retail securities brokerage services. For more information, visit www.prudential.com. 


The primary responsibility of this position is to conduct Retirement themed educational seminars and hold individual employee consultative meetings in and around New York City (Brooklyn, Long Island, Queens, Manhattan & Bronx) on a daily basis. 

Job Specifics: 
Activities include but are not limited to: 
1. Employee relationship building through individual consultative meetings. 
2. Working with internal and external business partners delivering Prudential Retirement Services’ Value Proposition 
3. Identify/develop realistic individual retirement goals, recommend appropriate retirement products consistent with client goals, time horizon and assessed risk tolerance. 
4. Deliver innovative, total retirement solutions to enable individuals to achieve a secure retirement. 
5. Exceed all business goals. 
6. Adherence to all company policies and procedures.

· Bachelors Degree (Finance, Business Administration or related field) 
· Minimum 3-5 years Investment Guidance experience 
· Demonstrated internal/external client relationship skills 
· FINRA series 7, 63 and 65 or 66 
· State Life and Health Insurance Licenses 
· Ability to work in a fast paced, evolving environment 
· Ability to work as an independent contributor within a team environment 
· Strong working knowledge of retirement plans 
· Ability to present a variety of investment solutions based on investor need 
· Proficiency with consultative guidance model 
· Strong interpersonal and leadership skills 


Prudential is an Equal Opportunity/Affirmative Action Employer and is committed to diversity in its workforce. 

Any applicant selected for this position will be required to submit to an extensive background screening and a credit check. Failure to comply will eliminate an applicant from consideration for this position. Any negative information obtained as a result of the background screening may result in the disqualification of the applicant from this and any other position in Prudential, including their current position if they are an internal applicant.

Prudential is an Equal Opportunity/Affirmative Action Employer and is committed to diversity in its workforce.

Any applicant selected for this position will be required to submit to an extensive background screening and a credit check.  Failure to comply will eliminate an applicant from consideration for this position. Any negative information obtained as a result of the background screening may result in the disqualification of the applicant from this and any other position in Prudential, including their current position if they are an internal applicant.