Retirement Counselor - West

Job Classification:
Sales - Sales

Our Business

For over 100 years, Prudential’s diverse and talented employees have been committed to helping customers and their families grow and protect their wealth through a variety of products and services. We are known for delivering on our promises and are recognized as a trusted brand and one of the world’s most admired companies.

The Role

The primary responsibility of this position is to provide education, enrollment supportand retirement expertise to the employees of Prudential’s large defined contribution plans. The candidate selected will be responsible to engage, organize, and effectively conduct education meetings at client locations throughout their primary region and beyond. In this role you will be expected to possess the following:

  • Ability to develop strategic relationships at Centers of Influence within their assigned territory
  • Work with Communication Directors, Relationship Managers & Client Service Reps and/or client to deliver specific strategies including presentations which meet the individual needs of each employee group
  • Ability to perform effective presentations
  • Is an effective presenter to diverse groups with varied financial backgrounds
  • Is versed in defined contribution plansand the advantages of each plan regarding retirement savings.

In this role, you will be responsible for relationship building at the plan sponsor level and for motivating and influencing participant actions toward retirement preparedness through the employer sponsored retirement plans. Travel Counselors are expected to learn all plan specifics and customize presentations for any plan type in our book of business, often under time constraints. You will focus on explaining the plans provisions and investment options and work closely with the firm’s sales, relationship management, plan administration, and employee communication or marketing staff.

This role will be responsible for the Northern California region, supporting virtual education when not traveling. When working from home, you may be expected to work past 6pm PST daily.

Your Expertise

What you’ll need to succeed:
  • FINRA Series 6 or 7 & 63 required at time of hire
  • Life & Health license preferred, ability to obtain within 90 days of hire otherwise
  • 5+ years of financial services experience
  • A minimum of 5 years of marketing and education communication experience
  • Retirement industry experience
  • In depth knowledge of investment products
  • Excellent presentation skills
  • Strong project management skills
  • Must be located in or around an area with a major airport
  • Willing to travel up to 75% of the time
  • Ability to speak and write fluently in Spanish would be a plus
  • Results oriented
  • Proven ability to meet or exceed goals

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

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.

San Francisco, California, United States of America