Senior Firm Support Specialist

Prudential
Wauwatosa, WI Full Time
POSTED ON 6/3/2023 CLOSED ON 6/18/2023

What are the responsibilities and job description for the Senior Firm Support Specialist position at Prudential?

Job Classification:

Sales - Sales

Align your passion and energy to the Prudential Advisors vision to be recognized as the leading provider of financial advice & solutions and the top destination for talent, and we’ll train you on the rest.  At Prudential, our Senior Firm Support Specialist reports directly to the Manager Director (the senior leader of the firm), purposefully focusing on recruiting, marketing and sales support to meet our customers’ complex financial needs.

We are currently recruiting for a Senior Firm Support Specialist aligned to our Upper Midwest Financial Group, located in Wauwatosa, WI.  This is an in-person position that is part time- 20 hours per week.

This is a critical role contributing to the success of our firm.  You will work in a collaborative environment focused on recruiting and onboarding initiatives related to financial professionals who are both new to the industry and with extensive experience, marketing activities that help drive market growth and sales support to help drive revenue growth.

Support

RECRUITING

This could range from something as simple as…

  • monitor candidates as they progress through the pre-hire and appointment process

to something multifaceted like…

  • participate in virtual recruiting webinars by coordinating logistics such as managing the technology or venue, target potential experienced financial professionals and drive attendance.

MARKETING

This could range from something as simple as…

  • effectively leverage Pru Advisors library of marketing materials and programs available to help grow markets, increase contacts and position the firm as a financial resource to the community

to something multifaceted like…

  • research market opportunities, work with leadership team to develop strategies and plans to grow market, track and report results.

SALES

This could range from something as simple as…

  • provide new business technology and training support (eMoney, Wealthscape, etc.)

to something multifaceted like…

  • contribute to the lead optimization strategy to improve lead program scoring factors and conversion results.

The expertise we are looking for you to bring:

We are looking for individuals who are self-starters, dependable to their core, who have the tenacity and initiative to show up and work hard.  And are also:

  • Engaging communicators who enjoy teamwork and collaboration
  • Passionate for building relationships
  • Able to think on their feet and create solutions for a variety of personalities
  • Curious and creative, out of the box thinker who wants to learn
  • Comfortable working in a fast-paced environment and embracing change
  • Committed to following through from start to finish
  • Proficient with Microsoft applications, including Word, PowerPoint and Excel
  • Experience with Salesforce, WebEx, Microsoft Teams, Skype for Business, and LinkedIn is a plus.
  • 1-3 years financial services experience or prior experience supporting strategic initiatives
  • Bachelor’s degree and recruiting, marketing and sales experience preferred

What you can expect:

  • Discover and develop future skills and build a successful career at Prudential
  • High sense of clarity, energy and focus
  • A team deeply committed to one another’s personal growth and development

Regardless, your mission remains the same; meet our customers’ complex financial needs while driving market and revenue growth.  Your time will be well spent establishing a career with an award-winning industry leader. If you think you have what it takes, apply now. You will gain skills and experience working on behalf of a dynamic industry leader in the Fortune 500 that will enhance your resume.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.

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. 

The Prudential Insurance Company of America, Newark, NJ and its affiliates.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at staffingagencies@prudential.com for more information about doing business with Prudential.

PEOPLE WITH DISABILITIES:
If you need an accommodation to complete the application process, which may include an assessment, please email
accommodations.hw@prudential.com.

Please note that the above email is solely for individuals with disabilities requesting an accommodation.  If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

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