Relationship Manager II
About The Position
In our Customer Care area, the Relationship Manager develops deep relationships with advisors, plan sponsors, and third-party administrators that are in our 10M - 200M market space in the South Central Region (Texas, Louisiana, Oklahoma and Arkansas). This role is the strategic partner to our clients and advisors to provide creative solutions that meet business goals of retention, growth, and retirement readiness to name a few. 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 8 years of equivalent experience required
- 4+ years retirement industry experience
- Must become an associated person of Principal Securities, Inc
- Excellent demonstrated leadership, negotiation, presentation, organizational, and problem-solving skills required, as well as superior interpersonal, analytical, and oral and written communication skills
- Must be assertive and entrepreneurial
- Travel required (25 - 30%), mostly day travel but there will be some overnight travel, as well.
- FINRA Series 6 or 7
- FINRA Series 63
- Life & Health
Nice To Haves
- Qualified Plan knowledge strongly preferred (Defined Benefit, Defined Contribution)
Responsibilities
- Collaborate with the plan sponsor and the advisor on plan design, investments, retirement readiness, services and new opportunities.
- Plan level health reviews.
- Problem solving complex issues.
Benefits
- Flexible Time Off (FTO)
- Pension Eligible
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
