3-5 years of experience
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Employment Type:
Part time
Job Category:
Financial Counselor I - #223094
(This job is no longer available)
Grad Date

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Job Description

Job Area: Customer Service

Business Area: RIS Distribution

Location: IA - Cedar Falls;IA - Des Moines;NE - Grand Island

Career Category: Experienced Professional

Full/Part Time: Full-Time

Regular/Temporary: Regular

Date Posted: 2019-07-01

What you'll do

As a Financial Counselor I in our RIS Principal Connection area, you'll work with prospective and current retail individual investor customers 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 education and assistance to former participants during the benefit event process including facilitation with any necessary or associated transactions to help the customer complete their request.
* Provide benefit event education to former participants, those in the Personal Retirement Account or those approaching a benefit event, providing education and assistance on the options available to them. This will include the retention of assets and offering additional product solutions to our customers.
* Provide education and assistance to 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.
* Provide assistance to existing retail customers regarding their account and assist with identification of their investment and risk-based needs. This may include facilitation of any requested transaction.
* Provide education and assistance to those in targeted customer communication programs.
* 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.

What you'll get from us

* Competitive pay, benefits, perks and more. We'll reward you for the skills and experience you bring to the table. Find out more.
* Respect for your unique perspective. Diversity, inclusion and empowerment are at the core of our culture.
* A career, not just a job. Principal is a place where you can learn and innovate. Do important work. Make an impact. And achieve your professional goals.
* The ability to have a great job and a great life. Sure, work is important. But so is your family. And your friends. And your community. That's why we provide the flexibility you need to find the right balance between your job and the rest of your life.


Skills required:

* Bachelor's degree or equivalent of 8 years' experience.
* 2+ years' experience in the financial services industry.
* Series 63, Series 7, and Resident Life must be attained

within 1 year of employment.

Successful candidates will have the following:

* Excellent oral and written communication skills.
* Strong analysis, organizational, and relationship building skills.
* Ability to work independently.

Shift Differential

This position will provide a shift differential starting at 6pm for hours worked.

Work Hours

The scheduled work hours for this position will be a 8 hour shift between 7:00am- 9:00pm Monday - Friday.

How we hire

Once you apply, your application is hand reviewed by our talent team. Generally within a few weeks, the team makes interview selection decisions and communicates those via email. If selected, you'll receive an email from Principal Talent Team to complete a pre-recorded interview on your own time. Be sure to check your email frequently and follow the steps shared to submit timely.

Learn more about our hiring steps and find answers to frequently asked questions.

Additional Information

Work Authorization/Sponsorship

At this time, we're not able to consider candidates who would need sponsorship now or in the future or those needing work authorization for this role. (This includes students on F1-OPT, F1-CPT, J-1, etc.) However, we'd hope you continue to keep us in mind for other potential opportunities in the future.

Principal is an Affirmative Action and Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.

Investment Code of Ethics

For positions with Principal Global Investors, you will be required to comply with a Code of Ethics which covers a number of obligations 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.

Who we are

We help people create the kinds of lives they dream about-empowered by financial security and stability. We started in 1879 (yes, 1879) as an insurance company. Today, we're a member of the FORTUNE 500® and a global investment management leader.

So that's what we do. As far as who we are, well, we believe that how we do things is just as important as what we do.

Doing what's right has been a part of who we are for more than 140 years. We focus on taking care of not only our employees, customers and advisors, but also the people who live in the communities where we do business.

Learn more about our values in the workplace.

About Principal Financial Group

Principal Financial Group, Inc. (PFG) is a provider of retirement savings, investment and insurance products and services. The Company's United States and international operations is engaged on the asset accumulation and asset management. In addition, the Company is also engaged in providing a range of individual and group life insurance, group health insurance, individual and group disability insurance and group dental and vision insurance. The Company operates in four business segments: U.S. Asset Accumulation, Global Asset Management, International Asset Management and Accumulation, and Life and Health Insurance. (Source: 10-K)