Financial Consultant I – Principal Connection
About The Position
We’re searching for a Financial Consultant I to join our Retirement and Income Solutions Principal Connection team. In this role, you’ll serve as our primary customer service contact, providing a high level of value and service while developing effective working relationships across our organization. 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 they arise. This role will offer you the opportunity to work closely with Principal’s customers, solving problems, resolving issues, and helping to build their financial confidence. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
Requirements
- Bachelor's degree or equivalent and 2+ years’ experience, preferably in the financial services industry.
- SIE, Series 6 or 7 and Series 63 & 65 or Series 66. Additional licensing may be required upon starting.
- Successfully being approved as a registered representative by all 50 States and Washington DC.
- 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.
- Hard-working and able to make decisions that are in the best interest of our customers. This includes possessing a heartfelt passion to hold and maintain 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.
Responsibilities
- Provide benefit event education to former participants, those in the Personal Retirement Account or those approaching a benefit event.
- Educate and assist existing and perspective customers who are interested in engaging with Principal for their individual investment and risk-based needs.
- Assist in uncovering current or potential retail customer needs
- Perform other job-related duties and projects as they arise.
Benefits
- Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period.
- Employees can use their PTO for vacation, personal or short-term illness.
- Pension Eligible
- This position will provide a shift differential starting at 6pm for hours worked.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
