What are the responsibilities and job description for the New Business Consultant position at Principal Financial Group?
Responsibilities:
Here are few examples of things you’ll do:
This role is also a phenomenal way to advance your career. As a growing organization with over 16,000 employees around the world, Principal offers a lot of ways for you to learn more, earn more and achieve more.
Qualifications:
Work Authorization/Sponsorship
Investment Code of Ethics
Experience Principal
Principal is an Equal Opportunity Employer
As a New Business Consultant, you’ll collaborate closely with local financial professionals and home office partners, to provide a high level of service for new business processing functions, including partnership in case consultation and other aspects of new business case design. The successful candidate will be diligent to details and able to excel and thrive in a fast-paced environment. This position is ideal for a well-organized teammate who enjoys multi-tasking, working with technology and people. It offers a good balance between team support responsibilities and independent, project-based work.
Here are few examples of things you’ll do:
- Ensure all new business cases are processed in a timely manner, working closely with financial professionals to collect missing data needed to process each case.
- Track each case from initial submission to issue and follow up on cases with home office as needed.
- Gain an understanding of guidelines and processes across each of the product lines.
- Partner with financial professionals on plan design, product and presentation solutions.
- Maintain a comprehensive knowledge of all products and services offered and system capabilities of Principal Financial Group.
- Run product illustrations to support financial plan, and prepare for client presentations, including documents/ paperwork needed for submission.
- Become a local subject matter expert, providing training and consultation to advisors and staff on end-to-end new business design and submission.
- Complete local administrative tasks such as greeting guests, processing incoming and outgoing mail, answering phones, facilities management and managing office supplies as needed.
This role is also a phenomenal way to advance your career. As a growing organization 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 experience required.
- 2 years related work experience (financial services or sales support experience strongly desired).
- Strong customer service, organization, critical thinking skills and an aptitude to learn are required.
- Experience with Salesforce and/or other CRM platforms is highly preferred.
- A strong sense of urgency and responsiveness to customer needs as well as communication and relationship building skills.
- Proficient knowledge of Microsoft Office Suite and ability to prioritize assignments, adapt to changing priorities and work under pressure.
Location
This role will be based in our Roseville, CA area office.
Work Authorization/Sponsorship
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.
Experience Principal
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.
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