Messages In This Digest (2 Messages)
- 1.
- Financial Professional Associate - Prudential - From Marty Latman From: Marty Latman
- 2.
- Calling all BUSINESS ANALYSTS - Check Out the February and March Mee From: Peter Lutz
Messages
- 1.
-
Financial Professional Associate - Prudential - From Marty Latman
Posted by: "Marty Latman" baconml@nac.net martylatman
Thu Jan 26, 2012 4:37 pm (PST)
All,
I received the following position from David Bowes at Prudential. Please contact David directly if you are Interested and Qualified for the position.
Please use my name.
Good luck.
Marty Latman
Contact:
David Bowes
Financial Professional Associate
Prudential Insurance Company of America
30 Technology Drive, 2nd Fl
Warren, NJ 07059
Office: (908) 731-4112
Cell: (973) 768-7279
Fax: (908) 754-5946
david.bowes@prudential. com
Please visit my homepage at: http://www.prudential.com/us/ david.bowes
Financial Professional Associate Job Summary - Prudential
Position Summary The Financial Professional Associate position is a sales position with The Prudential Insurance Company of America selling insurance and financial services. Financial Professional Associates participate in a comprehensive development program, developing product knowledge, and selling experience while offering appropriate insurance and investment products to help clients meet their financial goals. After the training and development program, many will continue to be financial services generalists, assisting clients with a range of insurance and investment needs; others will go on to develop a specialty, such as fee-based financial planning, insurance for business needs, or estate planning needs.
Overall Duties and Responsibilities • Sell insurance and investment products • Solicit new customers through approved techniques and methods • Conserve existing insurance and investments products • Service the insurance and investment needs of all owners of policies issued or offered by Prudential Financial companies.
Essential Job Functions It is important that Financial Profesional Associates be capable of mastering the complexities of the job, continually learning new products, information, and approaches. As our representative, the Financial Professional Associate must have a full understanding of all our products and be able to recommend to customers the appropriate solutions that are in the interest of the customer. The end result of the Financial Professional Associate's work is to develop long-term relationships between us and the policyholder that will impact the personal welfare of many people. The Financial Professional Associate's general duties include the responsibility to:
• Prospect for clients, develop insurance and investment programs and make sales presentations regularly for a broad range of life and non-life insurance contracts and financial products and services sold by Prudential Financial companies.
• Propose insurance and investment products appropriate to the applicant's needs and ability to pay.
• Make the necessary adjustments in the policyholder's portfolio in light of changes in the policyholder' s needs. Although many transactions are handled by the Customer Service Office, an Financial Professional Associate should understand how to provide services, such as processing loans, surrenders, changes in beneficiary, claims, policy options, and the like, as well as being able to explain to customers the effect of these transactions.
• Maintain in force the existing insurance and investments products of clients, secure the reinstatement of insurance that has lapsed, and perform all the duties incident to the care and conservation of the business assigned by Prudential. This may apply to all policies, whether or not the insurance was originally sold by the Financial Professional Associate.
• Maintain records of account, and render when required, on forms provided by Prudential, a report of all business transacted and complete accounting of all monies received on behalf of Prudential Financial companies.
• Conform to and abide by the procedures, rules and requirements of Prudential Financial companies, of regulatory bodies, and the state or states where the Financial Professional Associate operates.
Required Skills, Knowledge and Experience The Prudential Insurance Company of America, one of the Prudential Financial Companies, is looking for men and women who are ready for a rewarding career opportunity selling insurance and financial services products… a career committed to making an impact in the lives of the people we touch. We're seeking individuals with these attributes.
• Customer Service Focused
• Revenue Focused (Sales Influence and Persuasion, Sales Resilience, Sales Initiative)
• Self Confident and Autonomous
• Drive and Initiative
• Responsible and Committed
• Excellent Interpersonal Skills
• Good Business Communication Skills
• Ability to Problem Solve, and develop ideas
• Ability to use basic math skills to problem solve
• Good Critical Thinking
• High school diploma or GED qualification required
Insurance is issued by The Prudential Insurance Company of America and its affiliates. Securities are offered by Pruco Securities, LLC. Investment advisory services are offered through Prudential Financial Planning Services, a division of Pruco Securities, LLC. (member SIPC) Each is a Prudential Financial company located in Newark, NJ, and is solely responsible for its respective financial condition and contractual obligations. The Prudential Insurance Company of America, Newark, NJ and its affiliates are Equal Opportunity/Affirmative Action Employers. Prudential, the Prudential logo and the Rock symbol are service marks of Prudential Financial, Inc. and its related entities. 0162084-00002- 00 Ed. 2/2011
- 2.
-
Calling all BUSINESS ANALYSTS - Check Out the February and March Mee
Posted by: "Peter Lutz" lutzpf@gmail.com peter_f_lutz
Thu Jan 26, 2012 6:46 pm (PST)
All,
I have been a member of the IIBA New Jersey chapter since its inception
several years ago. If you are a Business Analyst who is serious about
his/her career, you owe it to yourself to attend 1 or both of these
meetings.
Sincerely,
Peter Lutz
"Bridging the gaps between Business and Information Technology"
email - lutzpf@gmail.com
Connect with me on Linkedin - www.linkedin.com/in/peterlutz
Follow me on Twitter - www.twitter.com/peterlutz
Facebook - www.facebook.com/peterlutz
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Date: Thu, Jan 26, 2012 at 8:45 PM
Subject: Check Out the February and March Meetings
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*2012-0126*
*Register for our Thursday, February 16th Event at Chubb in Whitehouse
Station *
*Mark Jenkins is **Presenting*
*"**Filling The Blank Page**"*
Mark your calendars for this informative meeting and learn what to do in
this scenario:
You arrive at a meeting and, as you are being introduced as the business
analyst (BA), the meeting leader relinquishes the lead to you for the
purpose of gathering or documenting the requirements.
What you need to do to eliminate the Blank Page Syndrome (BPS).
1. Understand the need or goal of a project, so that connections to a
solution, conflict guidance, and scope control are improved.
2. Understand the basic flow of how a process or system works, to have a
context and framework within which to better understand, direct, and
document a project.
3. Estimation of time is only accurate if you divide a project into
small chunks of effort and then add them together.
Combining these three points into a cohesive strategy and framework, the
Business Analyst can add much more value to a project as well as see their
career extend into the Enterprise Analysis arena.
The venue is still to be determined but you can Register here
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Now]<http://r20.rs6.net/tn.jsp? >llr=mlayktcab& t=44wtz5iab. 0.z5ovm4iab. mlayktcab. 30&ts=S0718& p=http%3A% 2F%2Fevents. r20.constantcont act.com%2Fregist er%2Fevent% 3Foeidk%3Da07e5g gxo5zdf9e9234% 26llr%3Dmlayktca b%26utm_source% 3DCheck%2BOut% 2Bthe%2BFebruary %2Band%2BMarch% 2BMeetings% 26utm_campaign% 3D0126%26utm_ medium%3Demail
*BABOK Guide Agile Extension Overview at February Meeting*
The Agile Extension to the BABOK® Guide will be highlighted in this
month's BABOK overview before the main speaker. The guide addresses agile
development practices that have emerged since 2009. An interactive session
will illustrate one of the following topics:
- The importance of business analysis practices in an agile context.
- How business analysis is performed in agile lifecycles.
- Key principles that should guide business analysis practice in agile
environments.
- How agile practices modify business analysis tasks, and existing
techniques that are useful in an agile context.
- Information on new techniques and additional information on existing
techniques.
Send your request for which topic you would like to hear about to
profdev@NewJersey.theiiba.org .
The Agile Extension was developed as a collaborative effort between the Agile
Alliance and IIBA®. IIBA and the Agile Alliance are seeking feedback from
the agile and business analysis communities on its content, and invite all
members of those communities to submit that feedback before January 31,
2012. *
Did you Miss Our January Meeting?
*
Peter Johnson and Francine Wolfe gave a very informative
presentation entitled "Building Business Capability Conference Debrief".
For a copy of their presention, click
here<http://r20.rs6.net/tn.jsp? >llr=mlayktcab& t=44wtz5iab. 0.75ovm4iab. mlayktcab. 30&ts=S0718& p=https%3A% 2F%2Forigin. library.constant contact.com% 2Fdoc200% 2F1102307918188% 2Fdoc%2F0h7DdEr5 E7twYmid. pdf
.
*Save the Date! **March 15th at UPS in Wayne*
*Andrew Oliver will present *
*"Introduction to Process FMEA Standards"*
Andrew's presentation will:
- Provide a walk-through of the standards used to create a Failure Modes
and Effects Analysis document
- Explain how to correctly create a FMEA document
- Achieve the goal of creating FMEA documents that eliminate problems
before they occur and mitigate those problems that cannot be eliminated.
Mr. Oliver is a Master Black Belt in training with BMG Inc.; a senior
member of ASQ as a certified Six Sigma Black Belt. He has a master's
degree in Computer Science from Rutgers University, an Organizational and
Executive Coaching certificate from New York University, a Lean Six Sigma
certificate from Villanova University and is certified as a project manager
by the Project Management Institute. He is also a member of the
International Institute of Business Analysts.
He is currently developing process methodology and six Sigma training
programs for business analysts at Horizon Blue Cross Blue Shield of NJ.
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*Sincerely,*
Marcia S. Kasper
VP Communications
IIBA New Jersey Chapter
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"Bridging the gaps between Business and Information Technology"
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