Prudential Advisors · 3 weeks ago
Sales Support Administrator
Southborough, MA
Full-time
Onsite
Entry Level
$46K/yr - $72K/yr
1+ years expPrudential Advisors is a company focused on delivering value for shareholders and meeting customer needs. They are seeking a Sales Support Administrator to support recruiting, marketing, and sales activities to drive market and revenue growth.
Financial Services
Responsibilities
Source both inexperienced and experienced candidates to the firm
Engage with candidates to schedule appointments, organize interviews, conduct appropriate introductions and coordinate VIP days for prospective experienced financial professionals
Monitor candidates as they progress through the pre-hire and appointment process
Support onboarding process and transition to Prudential
Research market opportunities and work with leadership team in development of strategies and plans to grow market, track and report results
Increase visibility and brand awareness through oversight of firm’s social media platforms such as the firm’s home page and LinkedIn postings
Coordinate and execute logistics in support of the firm’s seminar strategy (target audience, drive attendance, manage the venue or technology, track results, etc.)
Owner 'lead optimization strategy' for the firm, to help improve lead program scoring factors and conversion results to increase revenue; firm liaison with the Leads Program office to maximize lead program effectiveness
Manage the new business submission process (NIGO resolution, minimize time from application to delivery/investment, follow on outstanding transfer of assets, etc.)
Provide new business technology and training support to advisors aligned to the firm (eMoney, eLife, AnnuityNet, Wealthscape, etc.)
Schedule firm wide meetings, including coordinating seasonal celebrations for the firm
Monitor adherence with mandatory training requirements
Financial Support to help manage firm expenses and responsibilities
Other administrative responsibilities such as scheduling, calendar management and travel arrangements
Qualification
Required
Minimum one to three years business experience in the Financial Services Industry
Experience in supporting recruiting, marketing and sales preferred
Proficient with all Microsoft applications (Word, Excel, PowerPoint, Teams and Outlook)
Strong initiative, self-motivation, good judgement, and the ability to multi-task
Excellent interpersonal/customer service and communication skills
Ability to work under tight time constraints with competing priorities
Strong analytical, interpersonal, and decision-making skills
Ability to work both independently and as a standout colleague
Discretion required in handling sensitive and privileged information in a respectful and confidential manner
Preferred
Experience with Salesforce, zoom platform, and LinkedIn is a plus
Benefits
Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Company
Prudential Advisors
Prudential Advisors supports the growth and success of more than 3,000 financial advisors across the country, backed by local field leaders and associates in our headquarters.
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase