Experienced Financial Advisor

Prudential Financial; City of Batavia (NY); Vor Ort; USD 45.000 - 100.000; Vollzeit

Benefits dieser Stelle

401(k) plan with a 4% match

Cash balance pension plan

Pension enhancement plan

Transition support

Practice building programs

Zusammenfassung

Prudential Advisors is seeking a Business Development Manager in Batavia. This role involves working with an existing clientele and building new client relationships using Prudential’s tools and platform. The position offers competitive compensation and comprehensive retirement plans, making it an attractive opportunity for experienced financial professionals.

Qualifikationen

• Two or more years of industry experience is required.
• Series 6 and 63 licenses are mandatory; Series 7 and 66 preferred.
• Insurance license is required.

Aufgaben

• Service an existing book of business upon hire.
• Build a strong client base with lead programs.
• Provide client solutions without proprietary product sales requirements.

Kenntnisse

Client Management

Business Development

Ausbildung

Series 6 and 63

Insurance License

Jobbeschreibung

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Business Development Manager at Prudential Advisors

Prudential Advisors is looking for an experienced financial professional in the Batavia area that is interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through:

• Our open architecture platform for client solutions
• Our competitive payouts (Both Standard and 1099 contracts)
• Our practice building support

.

This position will offer:

• The ability to service an existing book of business upon hire
• The ability to build a strong client base with Prudential’s exceptional referral programs
• Access to 20 different types of lead programs
• The opportunity to create client solutions without proprietary products sales requirements
• Compensation that is 100% benefitable regardless of the product or company you sell
• The look and feel of an independent advisor with the benefits of being an employee.
• 3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan.
• Transition support
• Practice Building programs

We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let’s have a confidential conversation today.

Requirements:

• Series 6 and 63 required. Series 7 and 66 (63/65) preferred
• Insurance license required
• Two or more years of industry experience

If you are interested to learn more call me at 716-818-0262 or email me at [e-mail]. If you know someone that may be interested, feel free to forward my message to them. Thank you

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Strategy/Planning

• Industries

  Financial Services and Investment Management

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