Principal Client Sales Support in Des Moines, Iowa
In the Client Sales Support Role within Principal Global Investors (PGI), you’ll work collaboratively with our dedicated sales team to help meet the needs of our financial advisors. You’ll have immediate impact on helping PGI exceed sales goals topping $20 Billion. You will master sales stories of some of the top Mutual Fund & ETFs in the industry, and use that knowledge to help broaden our marketing strategy across the globe.
Here are few examples of the kinds of things you’ll do:
Provide excellent customer service by engaging financial advisors on Principal products (MFs, ETFs, SMAs), discussing sales literature, and explaining portfolio analytics and performance data.
Partner with internal and external wholesalers on advisor case work, and ongoing special projects.
Use industry knowledge to help design model portfolios, and discuss financial planning concepts with advisors.
This position is also a phenomenal way to advance your career. As a growing company with over 16,000 employees around the world, Principal offers a lot of ways for you to learn more, earn more, and achieve more!
Bachelor's degree or eight years of equivalent experience.
1 year of industry-related experience required.
Strong preference towards investment knowledge and experience.
FINRA licensing required including SIE or equivalent and series 7 within 45 days of employment.
Series 63 required within 45 days of employment.
Des Moines, Iowa - Work in office and hybrid model.
We’ll consider talent at the next level with the right experiences and skills.
At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
Investment Code of Ethics:
For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.
Principal 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, disability, or veteran status.
Requisition ID: 2021-32090
Business Area: P Funds Distr
External Company Name: Principal Financial Group
Street: 801 Grand Ave
FLSA Status: Non-Exempt