Financial Wellness Associate (remote)

Prudential aspires to make lives better by solving the financial challenges of our changing world! At Prudential, our Financial Wellness Advocates are the first point of contact with our customers and our goal is to provide a customer centric, multi-channel, low effort experience for customers with complex financial needs. We offer paid training and benefits on day one including tuition reimbursement, paid volunteer days, generous paid time off; vacation, paid holidays, personal days and a reward and recognition plan that includes pay for performance compensation.

We are now hiring financial wellness advocates who will train and work virtually in the comfort of your home! That’s right! Join the Prudential team now for this amazing opportunity to launch your career while enjoying all the benefits of being at home!

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

ó Customer obsessed and engaging communicators who enjoy working directly with the customer and a team

ó Committed to owning customer issues from start to finish

ó Able to learn, retain, and solution on numerous product offerings across several different businesses.

ó Intrigued by technology and uses it to drive customer self-service and to help identify and drive opportunities to enhance processes

ó Able to think on their feet and be flexible with creating solutions for variety of personalities and customer types

ó Capable of shaping the customer experience and efficiently troubleshooting challenges across multiple channels

ó Able to identify other potential customer needs and offer tailored solutions that improve financial wellness

ó Keen problem solver that connects with each customer with compassion

ó What you can expect:

ó Build a career with a great company with exposure to multiple parts of the business

ó Fast paced, dynamic environment

ó Tiered promotional opportunities based on performance

This is more than a contact center ……this is an opportunity to improve lives through financial wellness. Each customer interaction is unique, and we value the opportunity each one brings. Our representatives work in a collaborative environment assisting customers over the phone, online, and through email. This can range from troubleshooting a question on website navigation to conversations on complex financial decisions. Regardless, your mission remains the same; help customers make clearer decisions about their financial future. We can’t promise it will be easy, but it will be time 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 career.


ó Four year college degree strongly preferred

ó Strong people skills.

ó Proven record of dependability. Punctual and reliable attendance of the service associates is critical to the success of a fast moving, inbound service center!

ó Annuity/ financial services industry knowledge is a plus.

ó Must be able to learn & retain a large amount of technical information in a relatively short period of time.

ó Must be receptive to detailed and frequent performance feedback.

ó Proficiency with a keyboard and window-based applications, including Internet.

ó Proven self motivation skills.

ó Active listening skills.

ó Excellent oral and written communication skills.

ó Ability to excel in a team environment, as well as work well independently.

ó Organization and prioritization skills.

ó Ability to think like the customer and financial professional, with a passion to deliver top quality service.

ó Training will likely be 9:00am to 5:15pm Eastern Time but will be determined in advance of the training start date. Must be available for these hours – again, these are in the Eastern Time Zone.

ó Job offer is contingent upon successful completion of pre-hire requirements.

ó The Annuity call center is open from 8:00am to 7:00pm Eastern Time Monday through Thursday and from 8:00am to 6:00pm Eastern Time on Fridays. To be considered, candidates must have the flexibility to be able to work any of the shift times within those hours. Actual shift assignments will not be determined prior to hire.

ó FINRA SIE, Series 6 top-off and Series 63 licenses required or must be obtained within 180 days of start date

*Note: Prudential is required by Colorado law to include the salary range for this role when hiring a Colorado resident. Salary range specific to Colorado: $39,900 - $54,000 discretionary incentive bonus + benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.


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 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 for more information about doing business with Prudential.

If you need an accommodation to complete the application process, which may include an assessment, please call (800) 433-8960, prompt 4 or email accommodation.h&

Please note that the above number and email are solely for individuals with disabilities requesting an accommodation. If you are experiencing a technical issue with your application or an assessment, please email to request assistance.

Moosic, Pennsylvania, United States of America