Responsible for disbursing money from Prudential Annuities upon request. Incumbents must have knowledge of fixed and variable investments within the Non-Qualified and Qualified markets. Incumbents must have a proficient knowledge of all our support systems for each product/market.
This incumbent is responsible for reviewing the forms received for "good order". Review includes but not limited to: tax, procedural and compliance requirements. Once the case is determined "good order" the representative inputs the request for the client in the appropriate system. For those cases that do not meet the "good order" review are referred for handling. Responsible for transactions including: free looks, full surrenders, partial withdrawals, excess withdrawals, dividend withdrawals, loans, 1035 exchanges, transfers and rollovers.Qualifications
Available to work overtime on short notice
Ability to work 10AM - 6PM, Monday - Friday Bachelor’s degree preferred Transaction and processing experience preferred Annuities industry experience preferred Claims experience a plus
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 www.prudential.com 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, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.
Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at firstname.lastname@example.org for more information about doing business with Prudential.
Job FunctionCustomer Service and Call CenterPrimary LocationUnited States-Pennsylvania-DresherScheduleFull-timeTravelNo
Internal ID: ANN000N4
Location/Region: Dresher, PA (US)