Prudential Work Values

Daily Duties at Prudential:

Set up and implement sales production business plan. Cold & warm sell fixed life, health, disability income, long term care, homeowners/renters and automobile insurance; as well as mutual funds, fixed and variable annuities, and, variable life insurance. Cold calls from prior purchased lists. When selling a non-investment related product, during at least two meetings with client(s) either in their homes or at my office, personally interview prospective clients; identify their needs & desired goals; assess & determine their most suitable solution recommendations. Following all that, revisit with prospect(s) with appropriate product illustrations. Upon discussing the solution presentation recommendations, client(s) hopefully chooses those which are most attractive to him &/or her. At such point of discussion, take his &/or her application(s); &, if appropriate, a check for deposit & provide a receipt if check is accepted. Then I'd submit the application docs to the ins. co.'s representative & order any required physical examination(s) of the applicant(s). Insurance companies would then do all underwriting followed by contract issuance. Upon my receipt of the issued contract(s), I'd deliver and explain to client(s). At time of my personal dlvy., answer any and all questions; then collect checks for any outstanding premium pymt. in exchange for a receipt. Document all communications and check collections from beginning to end of the process. Assemble analysis and recommendations compatible with clients' needs and goals --- develop a plan suitable for each/every client. When presenting prospective investment clients with recommended mutual funds or variable product subaccount options, explain relative risks and potential returns on investment. Monitor investment progress after sale and hold quarterly discussions & semi-annual or annual in-person performance review meetings with the clients. Adjust, if appropriate, clients' plans as investments' actual performance unfolds &/or as clients' needs and goals change.

What they like about Prudential:

The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.

Tags

Tireless, Enthusiastic, Underwriter, Management, Vice-President, Business Development, Ingenuitive, Trainer, Mentor, Marketeer, Marketing, Negotiator, Procedures Author, Windows Office Friendly, Good Listener, Attentive, Diligent, Thorough, Empathetic, industrious, Knowledgeable, Internet friendly, Windows Office products friendly, courteous, Training

Skills

Business development, Strategic planning, Public Relations and Positioning, Reporting, written and verbal, Predictive Modeling and Revenue Forecasting, Microsoft Office , Develop and Implement Marketing Plan, Presentation skills, Business Writing Skills, Design Organizational Process, Business Analysis, Sales Force Automation, Sales Interpretation , Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership , Author & Presenter of training materials, Contract negotiation & construction

These are some of the questions we asked our climbers about their experiences with Prudential: