Financial Wellness Advocate (Remote)


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Job Description

Prudential aspires to make lives better by solving the financial challenges of our changing world! At Prudential, our Financial Wellness Advocates are the first point of contact with our customers and our goal is to provide a customer centric, multi-channel, low effort experience for customers with complex financial needs.

  • We offer paid training and benefits on day one including tuition reimbursement, paid volunteer days, generous paid time off; vacation, paid holidays, personal days and a reward and recognition plan that includes pay for performance compensation.


    We are looking for individuals who are self-starters, dependable to their core, who have the right grit, tenacity and initiative to show up and work hard. And are also:

    • Customer obsessed and engaging communicators who enjoy working directly with the customer and a team
    • Committed to owning customer issues from start to finish
    • Able to learn, retain, and solution on numerous product offerings across several different businesses.
    • Intrigued by technology and uses it to drive customer self-service and to help identify and drive opportunities to enhance processes
    • Able to think on their feet and be flexible with creating solutions for variety of personalities and customer types
    • Capable of shaping the customer experience and efficiently troubleshooting challenges across multiple channels
    • Able to identify other potential customer needs and offer tailored solutions that improve financial wellness
    • Keen problem solver that connects with each customer with compassion


    What you can expect:

    • Build a career with a great company with exposure to multiple parts of the business
    • Fast paced, dynamic environment
    • Tiered promotional opportunities based on performance


    This is more than a contact center ……this is an opportunity to improve lives through financial wellness


    Each customer interaction is unique, and we value the opportunity each one brings. Our representatives work in a collaborative environment assisting customers over the phone, online, and through email. This can range from troubleshooting a question on website navigation to conversations on complex financial decisions. Regardless, your mission remains the same; help customers make clearer decisions about their financial future. We can’t promise it will be easy, but it will be time well spent establishing a career with an award-winning industry leader. If you think you have what it takes, apply now. You will gain skills and experience working on behalf of a dynamic industry leader in the Fortune 500 that will enhance your career.



    • Excellent verbal and written skills.
    • Previous customer service experience preferred
    • Strong commitment to providing exceptional customer service.
    • Outstanding active listening skills and the ability to engage customers to determine their unique financial needs and preferences
    • Proficient PC and keyboarding skills with ability to multi-task between multiple computer applications.
    • Knowledge of retirement products, or other experience in the Financial Industry preferred
    • College degree preferred


    Additional Information:

    • Upon completion of training, new hires will be assigned a schedule which may include day or evening hours.
    • Flexible schedules for new hires may be immediately available based on business need.
    • This position will work virtually, therefore new hires must be able to provide the following:


    • High speed internet service must be available in your area. You must be willing to troubleshoot any issues or outages with your home internet service, contacting your service provider as necessary. The internet service cannot be wireless, and the internet speed requirement is: 3.0 mg downstream and 768k upstream.
    • Must have the capability to handle calls with a cell phone (would need to have unlimited data and minutes) or a landline. You will be logging into Avaya therefore your personal phone number will not be identified to customers.
    • Quiet area in your home with minimal distractions and noise free.


    Prudential offers a generous benefits package including:

    • Competitive salary with opportunity for an annual bonus based on performance.
    • Advancement potential, beginning with tiered promotional opportunities.


    • Note : Prudential is required by Colorado law to include the salary range for this role when hiring a Colorado resident.

    Salary range specific to Colorado: $34,300-46,500 + discretionary incentive bonus + benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.


    Under limited supervision and within established guidelines, provides information to investors, policy holders, insureds and or financial advisors, field force and home office staff. Receives, evaluates and answers customer inquiries which are predominately routine but may require deviation from standard screens, scripts and procedures. Uses computerized system for tracking, information gathering, providing information, referrals, routine transactions and or troubleshooting. May answer product, account, policy and service inquiries, resolve problems, and promote products and services by responding orally and or in writing. May assess needs and suggest promote alternative products or services. This position is accountable for explaining benefit coverage, documenting, and investigating complaints, and may make presentations to employee groups to promote enrollment. Typically has 1-4 years of directly related customer service experience and well developed knowledge of product features and transaction processing. Handles most calls and transactions independently. According to product line, may be required to obtain license.


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 accommodation.h&


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.

1 day ago

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