Managing Director

Job Classification:
Sales - Sales

The Pacific Northwest Financial Group proudly represents Prudential Advisors’ northwestern U.S. markets and its large surrounding geography. This market includes Washington, Oregon, Idaho, Montana, and Alaska, with the parent office in Bellevue, WA and a detached office location in Lake Oswego, OR. This organization has over 45 Financial Advisors and a dynamic leadership team that is committed to excellence, growth of the organization, and delivering exceptional service to our clients.

The Managing Director (MD) is directly responsible for successful implementation and execution of key performance indicators to maintain a productive and cost-effective agency while maintaining an environment that meets all regulatory rules and guidelines. This includes responsibility for achieving sales, market share, and productivity targets and financial objectives, implementing agency market strategies and plans, and directly supervising and developing local management.

As the principal of the firm, the Managing Director is also responsible for:
  • Creating and articulating a compelling business vision, which supports Company's strategy.
  • Providing leadership that creates an environment that attracts and retains successful professionals. Identifying and implementing ways to develop the capability of their organization, in terms of both people and processes.
  • Identifying critical business measures and aggressively monitoring performance against them
  • Identifying and capitalizing on market opportunities to effectively meet their business objectives.

Qualifications – Required Skills, Knowledge, and Experience
  • Series 6, 7, 24 (26), 65, Life/Health, P&C
  • Registered state securities (Blue Sky)
  • Industry designation (CLU, ChFC©, CFP©) and PPA training
  • 5-7 years of management experience
  • Track record of sound judgment
  • Leadership and execution skills
  • Record of success in previous roles
  • Demonstrated ability to coach, mentor, and motivate others
  • Strong supervision skills
  • In-depth knowledge of company insurance and investment products
  • Strong understanding of financial issues and key profitability measures
  • Ability to operate in regulated business environment
  • Demonstrated execution skills
  • Ability to manage change
  • Ability to implement company-sponsored plans

Any applicant selected for this position will be required to submit to an extensive background screening and a credit check. Failure to comply will eliminate an applicant from consideration for this position. Any negative information obtained as a result of the background screening may result in the disqualification of the applicant from this and any other position in Prudential, including their current position if they are an internal applicant.

Securities products and services offered through Pruco Securities, LLC.

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.

Bellevue, Washington, United States of America