New Business Consultant
1 month ago
What You'll Do:
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.
- 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.
Who You Are:
- Bachelor’s degree or equivalent experience required.
- 2+ years related work experience (financial services or sales support experience preferred).
- Strong customer service, organization, critical thinking, and ability to learn new skills 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 perform under pressure.
Salary Range Information: Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range: $26.97 - $36.49 / hour Time Off Program: 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: Yes Additional Information:
**Location**
This role will be based on-site in our Roseville, CA business center.
**Work Authorization/Sponsorship**
**Investment Code of Ethics**
**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.
We have other current jobs related to this field that you can find below
-
Business Development Representative
2 months ago
Roseville, United States CoCard Business Full timeJob DescriptionJob DescriptionWe’re looking for an outgoing inside sales representative to help us smash our sales goals! You’ll help us generate leads by prospecting potential clients and add qualified leads to the sales funnel. This is a great position for individuals who love working in a fast-paced environment where they can maximize their earning...
-
Business Development Representative
2 weeks ago
Roseville, United States CoCard Business Full timeDescription We're looking for an outgoing inside sales representative to help us smash our sales goals! You'll help us generate leads by prospecting potential clients and add qualified leads to the sales funnel. This is a great position for individuals who love working in a fast-paced environment where they can maximize their earning potential. If this...
-
Territory Sales Representative
4 weeks ago
Roseville, United States CoCard Business Full timeJob DescriptionJob DescriptionAn exceptional opportunity awaits you to join the forefront of the credit card processing industry with CoCard Business, a leading national merchant service provider with over a decade of profound industry experience. Renowned for its pioneering payment processing solutions, CoCard Business presents an all-encompassing package...
-
Sales Consultant
4 weeks ago
Roseville, United States Renewal By Andersen Full timeJob DescriptionJob DescriptionRenewal by Andersen (RbA) has an exciting opportunity to join a winning, competitive team of Sales Consultants supporting our Twin Cities market and beyond! As a Sales Consultant with RbA, you will be surrounded by a highly energized team who is passionate about enriching the lives of our homeowners.This position will have a...
-
Territory Sales Representative
3 weeks ago
Roseville, United States CoCard Business Full timeAn exceptional opportunity awaits you to join the forefront of the credit card processing industry with CoCard Business, a leading national merchant service provider with over a decade of profound industry experience. Renowned for its pioneering payment processing solutions, CoCard Business presents an all-encompassing package of products and services. Our...
-
Business Development Representative
3 weeks ago
Roseville, United States Pool Company Full timeThe Business Development Representative is the local, on-site Business to Business (B 2 B) sales expert who drives market performance through consultative solutions-based selling and empowers our customers to build and manage successful landscape b Business Development, Representative, Development, Business, Business Partner, Sales, Business Services
-
Inside Sales
2 months ago
Roseville, United States CoCard Business Full timeJob DescriptionJob DescriptionDo you love talking to people and selling a product you believe in? We’re growing our sales team and looking for driven inside sales agents ready to take the next step in their careers. You’ll work on prospecting and working with existing prospects to move the lead further down the sales funnel. If you want more than just an...
-
Epicor Technical Consultant
3 weeks ago
Roseville, United States Talent Software Services Full timeEpicor Technical Consultant Job Summary: Talent Software Services is in search of an Epicor Technical Consultant for a contract position in Roseville, MN. The opportunity will be one year with a strong chance for a long-term extension. Primary Responsibilities/Accountabilities Evaluation of the current Epicor ERP Set Up current state and recommendations...
-
Customer Service
2 months ago
Roseville, United States CoCard Business Full timeJob DescriptionJob DescriptionCoCard Business is a provider of payment technology solutions for businesses across the United States. We are looking for a stellar Customer Service and Technical Support (CST) Representative with excellent customer service skills with a can-do mentality who is keen to learn and develop their skills while contributing to a...
-
Retail Sales Consultant
2 weeks ago
Roseville, United States American Telephone and Telegraph Company Full timeEnhance Your Experience Get a newer, better browser (it's free!) Ready for an A different browser will keep you connected to the full website experience and protect you from security risks. Enhance Your Experience Get a newer, better browser (it's free!) Ready for an A different browser will keep you connected to the full website experience and protect you...
-
Web Developer
2 months ago
Roseville, United States CoCard Business Full timeJob DescriptionJob DescriptionJob Title: Full-Stack Web Developer (Laravel)Company Overview:CoCard Business is a dynamic and innovative Payment Processing and Point of Sale provider dedicated to supporting local businesses throughout the US. We are seeking a talented Full-Stack Web Developer proficient in Laravel to join our growing team. As a member of our...
-
Epicor Technical Consultant
2 weeks ago
Roseville, United States TALENT Software Services Full timeAre you an experienced Epicor Technical Consultant with a desire to excel? If so, then Talent Software Services may have the job for you! Our client is seeking an experienced Epicor Technical Consultant to work at their company in Roseville, MN.Primary Responsibilities/Accountabilities Evaluation of the current Epicor ERP Set Up current state and...
-
Epicor Technical Consultant
2 weeks ago
Roseville, United States TALENT Software Services Full timeAre you an experienced Epicor Technical Consultant with a desire to excel? If so, then Talent Software Services may have the job for you! Our client is seeking an experienced Epicor Technical Consultant to work at their company in Roseville, MN.Primary Responsibilities/Accountabilities Evaluation of the current Epicor ERP Set Up current state and...
-
Retail Sales Consultant
7 days ago
Roseville, United States American Telephone and Telegraph Company Full timeEnhance Your Experience Get a newer, better browser (it's free!) Ready for an A different browser will keep you connected to the full website experience and protect you from security risks. Enhance Your Experience Get a newer, better browser (it's free!) Ready for an A different browser will keep you connected to the full website experience and protect you...
-
Account Manager
1 month ago
Roseville, United States Hawkins Inc. Full timeDescription ABOUT HAWKINS Hawkins, Inc. is a formulator, manufacturer, blender, distributor, and sales agent for thousands of industrial chemicals and reagent grade laboratory chemicals sold to municipalities and businesses throughout the Central United States. Thousands of organizations across a variety of industries have depended on Hawkins for the...
-
Epicor Technical Consultant
2 weeks ago
Roseville, United States Genesis10 Full timeGenesis10 is seeking an Epicor Technical Consultant for a contract with our client in Roseville, MN. This position is onsite 3 days per week. Key Responsibilities: Evaluation of the current Epicor ERP Set Up current state and recommendations of improvements since go live define project scope, objectives, and success criteria. Coordinate and track the...
-
Sales Consultant
6 days ago
Roseville, United States Great Lakes Wine and Spirits Full timeJob DescriptionJob DescriptionGreat Lakes Wine & Spirits is a growing statewide company seeking a Sales Consultant for our Retail Chain Team servicing multiple accounts in Roseville.Essential Duties & ResponsibilitiesThe Sales Consultant is a field-based role that focuses on selling, servicing, developing and growing the GLWAS portfolio of products within...
-
Customer Service Technical Support
1 week ago
Roseville, United States CoCard Business Full timeCoCard Business is a provider of payment technology solutions for businesses across the United States. We are looking for a stellar Customer Service and Technical Support (CST) Representative with excellent customer service skills with a can-do mentality who is keen to learn and develop their skills while contributing to a high-performing and enthusiastic...
-
In-Home Design Consultant Sales Representative
4 weeks ago
Roseville, United States Luxury Bath Technologies Full timeJob DescriptionJob DescriptionLuxury Bath of Sacramento is one of the fastest growing brands in the acrylic bath remodeling industry. We are looking for quality people to join our winning team. Our goal is simple, to beautify bathrooms across North America by manufacturing and installing attractive, durable and maintenance-free bath remodeling fixtures....
-
Roseville, United States Luxury Bath Technologies Full timeJob DescriptionJob DescriptionLuxury Bath of Sacramento is one of the fastest growing brands in the acrylic bath remodeling industry. We are looking for quality people to join our winning team. Our goal is simple, to beautify bathrooms across North America by manufacturing and installing attractive, durable and maintenance-free bath remodeling fixtures....
