Financial Services Associate (Former Employee) – Vienna, VA – January 22, 2014
• Passed required exam for Series 6 license • Attended Financial Services Associate training classes • Calculate premiums and establish payment method • Customize insurance programs to suit individual customers including covering a variety of risks • Responsible for setting up new customer accounts and proper documentation
Provider Data Analyst (Former Employee) – Ft. Washington, PA – October 18, 2016
A typical day at Prudential/United Health Group included investigating all providers that were added the previous day by either a claims examiner or by electronic claims. We had to make sure the provider was a legitimate provider and not a fraudulent claim.
Financial Professional (Current Employee) – Warren County, NJ – October 5, 2016
Often days began with a management meeting which often included a guest speaker from one or another wholesaler or fund specialist.
The meeting built enthusiasm and inspired the get-up-and-go needed to be productive and successful for that week. Management was generally well-paid apart from personal production activity with their own book of business. Management is offered incentives to insure the success of its respective team members.
My co-workers and I engaged in friendly discussions in order to further encourage one another. We worked together generally, and often specifically shared commissions with one another.
The hardest part of the job was filling my calendar with enough appointments. Considering that prospects are merely suspects at the point of securing an appointment, cancellations and postponements were regular occurrences.
The best part of the job for me was closing new business or otherwise helping a new or existing client solve a need or arrive at a solution for their current or retirement portfolio.
Financial Professional Associate (Current Employee) – Los Angeles, CA – October 4, 2016
I would come into the office early and usually stay until late in the afternoon. I cold call about 100 individuals each day. Management was okay not the best. I had to teach myself most of the things. I love the freedom of my job, but I hate the uncertainty it comes with.
Senior Customer Service Associate (Former Employee) – Fort Washington, PA – September 30, 2016
Busy call center environment. A lot of middle management that does a lot of micro managing. However the workplace is great the people and the culture is built on team work. They focus on maintaining a health work life balance with on site daycare and flexible schedules.
Front Desk and Assistant (Former Employee) – Largo, MD – September 29, 2016
My duties were to answer phone calls, speak to clients, set up appointments and report voice messages to the Financial Advisor. I learned about corruption, money laundering, fraud, life insurance, IRA's, etc. Management was wonderful, always respectful, and worked with me. There was nothing really difficult about the job just extensive training modules that required completion. The most enjoyable part of the job was providing customer satisfaction.
Excellent clerical position with great pay and benefits.
Customer Service Representative (Former Employee) – Iselin, NJ – September 28, 2016
I worked in the New Business department at Prudential where I was responsible for opening and closing accounts for new and existing clients. I enjoyed working with my coworkers because we worked well as a team to help the clients of Prudential.
Agent (Former Employee) – Maumee, OH – September 27, 2016
I loved being able to help people with their planning needs for the future. I loved being able to set my own schedule. However....working on commission only is not easy and the company really has not made that any easier on anyone. If you do not strive to own your own business in your own office they really don't work with you as much. Some people really don't want the hassles of your own office.
I also loved some of the other Agents you get to work with. We were like a family yet it was still cut throat and it is still a Good Old Boys network!
You are essentially running your own insurance business
Financial Professional (Current Employee) – Sherman Oaks, CA – September 24, 2016
The best part of working for Prudential was the ability to have a work life balance. The worst part of working for this company was their Management... pretty much non existent along with their Training. You are on your own and if you ask anyone for their help, you better believe they will want part of your commission. This is a commission based position only. Prudential definitely lacks culture as well as office spirit.
The worst part of the financial professional position is that they charge you $500 a month for a cubicle... or $300 a month to rent a cubicle.
work life balance & benefits along with a pension
you have to pay to work there, commission only, draw pay structure, lack of management, lack of training
It is a good company to work for and there are opportunities to learn and to advance.
Annuity Specialist (Former Employee) – Dresher, PA – September 21, 2016
It is a solid company to work for and there are growth opportunities. There are various departments, managers, and the company always looks to remain at the top of the list compared to other companies.
Productive great Environment and Corporate philosophy
Realtor, Real Estate Consultant (Former Employee) – San Bruno, CA – September 14, 2016
The Company's Mission Statement says it all and they live by it! I worked for Prudential in various capacities first in Zurich Switzerland and when I returned to California I worked for them here, it was weird to walk into a brand new office for the first time and have the feeling I was coming home after a long trip!