Regional Director, Pru Advisors

Job Classification:

Do you enjoy roles where you can lead sales teams and help them achieve their goals? What about one where you potentially could make an impact with hundreds of clients and their families? Read on to learn more about this Regional Director opportunity aligned to Prudential’s Pacific Financial Group located in Roseville and San Jose, CA.  

Our firm footprint is growing!  We are looking for a Regional Director who will serve as a member of our executive leadership team and is responsible for market growth through recruitment, development, retention, success, and supervision of financial professionals in the Roseville or San Jose, CA firms. The Regional Director serves as coach for the organization's approach to a holistic financial planning, relationship-based advice process in selling insurance, investments, and other financial products.

What You’ll Help Us Achieve:

• Market growth through recruitment and retention of experienced and early career financial professionals. In partnership with the recruiting team, you’ll assist with the attraction, recruiting and retention strategy for Prudential Advisors. You’ll also seek opportunities to engage with diverse networks and participate in recruiting events that support our diversity recruiting objectives.

• A supportive and collaborative environment that empowers our team to deliver a world class client experience.  You’ll actively guide and support financial professionals to maximize their potential in the areas of productivity and culture contributions. Be an active champion for the use of technology platforms that enhance overall client experience and operational efficiencies.

• Practice growth for our financial professionals. Actively guide and support financial professionals to maximize their potential in the areas of productivity and culture contributions. You’ll inspire financial professionals to be personally accountable for their desired outcomes.

• Foster a holistic financial planning culture. You’ll play a supporting role to engage all clients in holistic financial planning.  Demonstrate, observe, and coach to mastery with all individuals within the firm.

What You Should Have:

• Bachelor’s degree from an accredited college or university.

• Minimum 5 years of a proven track record of coaching, inspiring, and motivating sales teams (Financial Services market preferred) .

• Proven track record of delivering sales team results and growing a market

• Series 6 and 65 registrations & Life/Health insurance license.

• Series 7 and 66 registrations (preferred)

• Industry designations such as CFP, ChFC, or CLU (preferred)

• Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave

• Retirement plans:

• 401(k) plan with company match (up to 4%)

• Company-funded pension plan

Note: This is an “in-office” position; requiring Monday through Friday commitment.

Any applicant selected for this position will be required to submit to an extensive background screening and a credit check. Failure to comply will eliminate an applicant from consideration for this position. Any negative information obtained as a result of the background screening may result in the disqualification of the applicant from this and any other position in Prudential, including their current position if they are an internal applicant.

Property and Casualty policies are issued by insurers that are not affiliates or subsidiaries of Prudential Financial. Availability varies by carrier and state.  The Prudential Insurance Company of America and its affiliates are Prudential Financial companies located in Newark, NJ. 

Securities products and services are offered through Pruco Securities, LLC.

“Prudential Advisors” is a brand name of The Prudential Insurance Company of America and its subsidiaries.

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. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ and its affiliates.

Prudential is an Employer that participates in E-Verify.

• Market competitive base salaries, with a yearly bonus potential at every level. 

• Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 

• 401(k) plan with company match (up to 4%). 

• Company-funded pension plan. 

• Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. 

• Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.  

• Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.  

• Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. 

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. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.