Senior Associate, Administration
Core
Provide logistical and operational support to Individual Life Insurance sales professionals and teams, ensuring they can focus on profitable growth activities.
Role type
Senior Associate, Field Support (Administrative)
Builds
Sales events, meetings, reports, and operational workflows for the Individual Life Insurance sales organization.
Domain
Financial Services / Life Insurance
Deliverable
product features
Required skills
Calendar and travel coordination, Expense processing, Meeting and event planning, Report preparation, Vendor coordination, Microsoft 365 proficiency, Process improvement
Preferred skills
Life insurance industry experience, Event coordination experience, Prudential systems familiarity
Responsibilities
Coordinate calendars, travel, and expenses; Plan and execute sales events and meetings; Prepare business reports; Order office supplies and marketing materials; Ensure compliance with corporate and FINRA requirements; Identify process improvement opportunities.
Seniority
Senior Associate, hands-on IC