Principal Financial Counselor I in Des Moines, Iowa
As a Financial Counselor I in our Retirement and Income Solutions Principal Connection area, you’ll help customers live their best lives by providing education and assistance with investment and risk-based solutions based on the customer’s needs.
Here are few examples of the kinds of things you’ll do:
Provide benefit event education to former participants, those in the Personal Retirement Account or those approaching a benefit event. This will include the retention of assets and offering additional product solutions to our customers.
Educate and assist existing and perspective customers who are interested in engaging with Principal for their individual investment and risk-based needs. This may include facilitation of any requested transaction or introduce them, when appropriate to another team.
Assist in uncovering current or potential retail customer needs
Perform other job-related duties and projects as needed.
This position is also a great 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 equivalent plus 2+ years’ experience, preferably in the financial services industry.
SIE, Series 6, Series 63, and Resident Life must be acquired within 1 year of employment.
Excellent verbal and written communication skills and the ability to establish trust and rapport easily with customers over the phone.
Proficiency with computer desktop technology and digital communication mediums.
Detailed knowledge and expertise involving retail investments products as well as employer sponsored retirement plans.
Self driven and able to make decisions that are in the best interest of our customers. This includes possessing a heartfelt passion to hold and manage relationships with customers and members of their household.
Ability to work independently, be a self-starter, and demonstrate confidence in decisions.
Drive to constantly improve the customer experience working in a collaborative team-based culture.
Strong efficiency with time management and organizational skills.
Committed to holding yourself to a high degree of integrity while building and sustaining strong positive relationships with colleagues.
This position will provide a shift differential starting at 6pm for hours worked.
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: 2020-28834
Enterprise Segment: RIS
Business Area: RIS Distribution
Street: 711 High Street
FLSA Status: Non-Exempt