Additional Information:RESPONSIBILITIESMarkets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.Assesses client's financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.Monitors client's financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.Building and maintaining personal networks; Accomplishes organization (PT PRUDENTIAL LIFE ASSURANCE) goals by professional recruit as well as exploring opportunities to add value to job accomplishments.