Client-Focused Financial Planner & Growth Opportunity

Prudential Financial; New Jersey; On-site; USD 15,000 - 75,000; Full time

Benefits offered by this job

Comprehensive training program

401(k) plan

Medical, dental, and vision insurance

Paid leave

Job summary

A financial services company is seeking a motivated Business Development Manager in New Jersey. The role involves building client relationships, gathering information to develop financial plans, and preparing clients for retirement. Candidates should possess strong communication skills, be problem solvers, and have a college degree or relevant work experience. Comprehensive training is provided, and competitive compensation ranges from $50,000 to $75,000 based on commissions and bonuses.

Qualifications

• Develop relationships with clients to build financial plans.
• Prepare clients for retirement and review investment portfolios.
• Engage in continued education and professional development.

Responsibilities

• Gather client information to build robust financial plans.
• Help clients prepare for their retirement.
• Prepare and review investment portfolio recommendations.

Skills

Self-starter

Customer service champion

Engaging communicator

Problem solver

Critical thinker

Prior sales experience

Education

College degree or equivalent work/life experience

Minimum high school diploma or GED

Job description

A financial services company is seeking a motivated Business Development Manager in New Jersey. The role involves building client relationships, gathering information to develop financial plans, and preparing clients for retirement. Candidates should possess strong communication skills, be problem solvers, and have a college degree or relevant work experience. Comprehensive training is provided, and competitive compensation ranges from $50,000 to $75,000 based on commissions and bonuses.