The Financial Professional Associate position is a sales position,selling insurance and financial services. Financial Professional Associates participate in a comprehensive development program, developing product knowledge, and selling experience while offering appropriate insurance and investment products to help clients meet their financial goals.
After the training and development program, many will continue to be financial services generalists, assisting clients with a range of insurance and investment needs; others will go on to develop a specialty, such as fee-based financial planning, insurance for business needs, or estate planning needs.
Overall Duties and Responsibilities
Sell new insurance and investment products
Solicit new customers through approved techniques and methods
Conserve existing insurance and investments products
Service the insurance and investment needs of all owners of policies issued or offered by Prudential Financial companies.
Essential Job Functions
It is important that Financial Professional Associates be capable of mastering the complexities of the job, continually learning new products, information, and approaches. As their representative, the Financial Professional Associate must have a full understanding of all our products and be able to recommend to customers the appropriate solutions that are in the best interest of the customer. The end result of the Financial Professional Associate's work is to develop long-term relationships between us and the policyholder that will impact the personal welfare of many people.
The Financial Professional Associates general duties include the responsibility to:
Prospect for clients, develop insurance and investment programs and make sales presentations regularly for a broad range of life and non-life insurance contracts and financial products and services sold by Prudential Financial companies.
Propose insurance and investment products most suitable to the applicant's needs and ability to pay.
Make the necessary adjustments in the policyholder's portfolio in light of changes in the policyholder's needs. Although many transactions are handled by the Customer Service Office, an Financial Professional Associate should understand how to provide services, such as processing loans, surrenders, changes in beneficiary, claims, policy options, and the like, as well as being able to explain to customers the effect of these transactions.
Maintain in force the existing insurance and investments products of clients, secure the reinstatement of insurance that has lapsed, and perform all the duties incident to the care and conservation of the business assigned by Prudential. This may apply to all policies, whether or not the insurance was originally sold by the Financial Professional Associate.
Maintain records of account, and render when required, on forms provided by Prudential, a report of all business transacted and complete accounting of all monies received on behalf of Prudential Financial companies.
Conform to and abide by the procedures, rules and requirements of Prudential Financial companies and the state or states where the Financial Services Associate operates.
It depends on how big of a financial advisor you work for and whether or not you are Series 7 licensed. I work for an advisor who makes 7 figures before taxes and I am not Series 7 licensed but I make about 40k salary.
You can find debit relief loans by visiting your local financial institution. You can speak to an associate to explain your needs and they will provide you with the option that is best suited to you.
there are five associate bank of SBI
A (Game Associate) is telling people about the game their looking for and its a position job at Gamestop
yes you of course can maintain a associate company with your company in SEO.But you have to pay them.
Type your answer here... mainly financial problems prevent students from compeleting an associate's degree in two years
Yes, it will, not sure if you are eligible for Federal Direct Loans though.
In Canada, you can be a financial advisor if you have a life insurance license. In the US, a financial advisor must pass an exam and register with the state before they can work as an advisor. A financial advisor can have a CFA, CLU, CFP license, to name a few.
MBA programs that focus on Finance include courses such as Corporate Finance, Management of Financial Institutions, Investments and International Finance. You'll find positions in investment banks, corporations, and securities firms as a consultant, financial manager, financial analyst, corporate controller, chief financial officer, treasurer, finance officer, cash manager, risk and insurance manager, management consultant, investment banker, investment banking associate, investment sales associate and trader, or a credit manager.
It depends on how big of a financial advisor you work for and whether or not you are Series 7 licensed. I work for an advisor who makes 7 figures before taxes and I am not Series 7 licensed but I make about 40k salary.
Associate is a noun (an associate) and a verb (to associate).
Tenon Recovery offers recovery, financial, and debt management. One has to pay a small fee. Then, an associate works with one to manage his or her finances.
You can find debit relief loans by visiting your local financial institution. You can speak to an associate to explain your needs and they will provide you with the option that is best suited to you.
Abbreviations for Associate's DegreeAssociate's degrees can be abbreviated several ways: A.A. - Associate of ArtsA.S. - Associate of ScienceA.A.S. - Associate of Applied Science
What is a associate actuary?
John Bartholomew is an associate solicitor.
behaviour you associate with: