Mutual Fund and Annuities Associate (Remote)


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Annuities New Business Case Management Specialist


“Think Differently. Reach Higher. Be Empowered. Are you ready to Rock ?”


Prudential has an exciting opportunity for a dynamic, results-oriented individual who is interested in challenging work, the ability to influence business partner relationships and client outcomes, and contribute to the success of one of the world’s most admired companies. The New Business Case Management organization plays a key role working with internal and external business partners to facilitate the processing of annuity applications to promote an outstanding producer and customer experience.

As a member of this high-performing team of Account Representatives, you will be part of a collaborative, faced paced environment and have the opportunity to build a successful career with Prudential, a recognized leader in financial services.


Responsibilities Include:

  • Demonstrate ownership, urgency and responsiveness in assisting producers (Brokerage General Agency Staff, Financial Advisors, etc) and internal sales team with service related requests, via telephone and e-mail
  • Carefully manage new business cases through the new business process to ensure successful placement of the business
  • Anticipate producer needs and provide creative alternatives to service requests
  • Partner with Internal Divisions to ensure excellent service is consistently provided, and often serve as the liaison between external customers and internal functional groups
  • Actively share service and process improvement ideas, contributing to a culture of continuous improvements
  • Provide Leadership with regular updates on key/critical cases


  • Ability to work 10AM-6PM ET
  • A desire to work occasional overtime
  • 1-2 years previous customer service experience is desired
  • Case management experience preferred but not required
  • Strong written and verbal communication skills
  • Good organizational skills
  • Ability to handle multiple priorities
  • Bachelor degree or equivalent work experience preferred


Location: Can be performed remotely anywhere in the United States, but please note the Eastern Time Zone work schedule.


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: $44,300-60,100 + 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.



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.

30+ days ago

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