Current jobs related to Financial Counselor I - Des Moines - Principal Financial Group

  • Financial Counselor I

    1 month ago

    Des Moines, Iowa, United States ICONMA Full time

    Financial Counselor I Job DescriptionWe're seeking a skilled Financial Counselor I to join our Retirement and Income Solutions Principal Connection team at ICONMA.Key Responsibilities:Provide exceptional customer service and develop effective working relationships across our organization.Offer benefit event education to former participants, those in the...

  • Financial Counselor I

    3 weeks ago

    Des Moines, Iowa, United States ICONMA Full time

    Financial Counselor I Job DescriptionWe're seeking a skilled Financial Counselor I to join our Retirement and Income Solutions Principal Connection team at ICONMA.Key Responsibilities:Provide exceptional customer service and develop strong relationships with clients.Offer benefit event education and guidance to former participants, Personal Retirement...

  • Financial Counselor I

    1 week ago

    Des Moines, Iowa, United States ICONMA Full time

    Job Title: Financial Counselor IAt ICONMA, we're seeking a highly skilled Financial Counselor I to join our Retirement and Income Solutions Principal Connection team. As a key member of our team, you will serve as our primary customer service contact, providing exceptional value and service while developing effective working relationships across our...

  • Financial Counselor I

    5 months ago

    Des Moines, United States ICONMA Full time

    Financial Counselor I (Paygrade 18) Location: Des Moines, IA/Grand Island, NE/Minneapolis, MN/St. Louis, MO/Atlanta, GA/Dallas, TX/Fort Worth, TX/Phoenix, AZ/Miami, FL/Tampa, FL/Charlotte, NC Duration: Fulltime Job Description: We're looking for a Financial Counselor I to join our Retirement and Income Solutions Principal Connection team. In this role,...

  • Financial Counselor

    2 weeks ago

    Des Moines, Iowa, United States Iowa Orthopaedic Center PC Full time

    Financial Counselor OpportunityWe are seeking a skilled Financial Counselor to support our patients in understanding their financial obligations and exploring payment options. In this role, you will facilitate insurance and payment plans, ensuring timely collection of patient payments.Key Responsibilities:Explain financial obligations to patients and their...

  • Patient Financial Counselor

    2 weeks ago

    Des Moines, United States Iowa Orthopaedic Center PC Full time

    Description:Iowa Orthopedic Center is actively seeking a Financial Counselor to join our team. In this role you will support patients by explaining financial obligations, providing payment options, and facilitating insurance and payment plans. This role ensure the timely collection of pat...

  • Patient Access Financial Counselor

    3 weeks ago

    Des Moines, Iowa, United States Trinity Health Full time

    Job SummaryAs a Patient Access Financial Counselor at Trinity Health, you will play a vital role in ensuring that patients receive maximum reimbursement for hospital services. You will work closely with patients to understand their insurance coverage and benefits, and assist them in navigating the financial assistance process. Your expertise in reimbursement...

  • Patient Access Financial Counselor

    1 month ago

    Des Moines, Iowa, United States Trinity Health Full time

    Job SummaryWe are seeking a highly skilled Patient Access Financial Counselor to join our team at Trinity Health. As a key member of our revenue cycle team, you will play a critical role in ensuring that patients receive maximum payment for hospital services while also assisting them with understanding their insurance coverage and benefits.Key...

  • Patient Financial Counselor

    1 week ago

    Des Moines, United States Iowa Orthopaedic Center PC Full time

    Iowa Orthopedic Center is actively seeking a Financial Counselor to join our team. In this role you will support patients by explaining financial obligations, providing payment options, and facilitating insurance and payment plans. This role ensure the timely collection of patient accounts by communicating with patients, insurance companies and other...

  • Patient Financial Advocate

    2 weeks ago

    Des Moines, Iowa, United States Iowa Orthopaedic Center PC Full time

    Job Title: Patient Financial CounselorWe are seeking a skilled Patient Financial Counselor to join our team at Iowa Orthopaedic Center PC.Key Responsibilities:Provide financial guidance and support to patients and their familiesAssess patient financial needs and develop personalized plansCommunicate effectively with patients, families, and healthcare...

  • Patient Access Financial Counselor

    2 weeks ago

    Des Moines, Iowa, United States Trinity Health Full time

    Job SummaryAs a Patient Access Financial Counselor at Trinity Health, you will play a critical role in ensuring that patients receive maximum reimbursement for hospital services. You will work closely with patients to understand their insurance coverage and benefits, and assist them in setting up payment arrangements and collecting patient financial...

  • Financial Analyst Rotation Program

    4 weeks ago

    Des Moines, United States Principal Financial Group, Inc. Full time

    What You'll DoOur Financial Analyst Rotation Program will give you insights into a variety of corporate finance responsibilities! Through rotational assignments you will gain in depth experience, ongoing mentorship, and targeted training across a range of Financial Planning and Analysis opportunities throughout the enterprise. Each rotation opportunity will...

  • *VIRTUAL* Guidance Counselor | Des Moines, IA

    4 weeks ago

    Des Moines, United States Soliant Full time

    Job DescriptionJob DescriptionMinimum 1+ years counselor experience required.VocoVision is seeking a passionate and skilled Virtual Guidance Counselor to support students in achieving their personal, academic, and career goals. If youre mitted to helping students navigate challenges and reach their full potential, this remote role is the perfect opportunity...

  • Life Actuarial Associate I

    4 weeks ago

    West Des Moines, United States FBL Financial Group Full time

    Life Actuarial Associate IAre you a self-starter with strong mathematical and analytical abilities? Do you enjoy working in a team-based environment to solve problems and make sense of complex data? Are you interested in an actuarial career where you can develop your skills while working on a variety of projects related to life insurance and annuity...

  • Agency Representative I

    4 months ago

    West Des Moines, United States FBL Financial Full time

    Agency Representative I We are seeking relationship builders who are customer focused, sales driven, problem solvers, and effective communicators and thrive in the team environment. We need people who put customers and our agents first and have a passion to protect livelihoods and futures. As part of the FBFS Central team, you will be responsible for...

  • ONSITE - Patient Access Financial Counselor

    4 months ago

    Des Moines, United States Trinity Health Full time

    Employment Type: Full timeShift:Description: CONSIDER US! $500 REFERRAL BONUS AVAILABLE! DAILY PAY! OVERTIME AVAILABLE! BENEFITS AVAILABLE ON DAY ONE! TUITION ASSITANCE! AMPLE OPPORTUNITIES FOR GROWTH! WHAT IT TAKES TO SUCCEED: High energy Work well in high volume environment Team Work Environment Aligning to the Trinity Health Mission, Vision, and Core...

  • Accounting Clerk I

    1 month ago

    Des Moines, Iowa, United States Odle Management Full time

    Job Title: Accounting Clerk IOdle Management is seeking a detail-oriented and organized Accounting Clerk I to join our team. As a key member of our finance department, you will be responsible for performing general accounting clerical duties, maintaining accounting files, and ensuring accurate financial reporting.Key Responsibilities:Maintain accurate and...

  • Patient Financial Coordinator

    1 week ago

    Des Moines, Iowa, United States Iowa Orthopaedic Center PC Full time

    We are seeking a highly skilled Financial Counselor to join our team at Iowa Orthopaedic Center PC. In this role, you will play a critical part in ensuring the timely collection of patient accounts by communicating with patients, insurance companies, and other stakeholders. Your expertise in medical billing and insurance will be essential in providing...

  • Financial Compliance Auditor

    2 months ago

    Des Moines, Iowa, United States BHE Renewables Full time

    **Job Summary**We are seeking a highly skilled Auditor I/II to join our team at BHE Renewables. As an Auditor, you will play a critical role in assisting management in meeting their objectives by providing value-added consulting services focused on controls and efficiency.**Key Responsibilities:**Assist in the development and implementation of internal...

  • Customer Service Representative

    5 months ago

    Des Moines, United States Global Atlantic Financial Group Full time

    **Customer Service Representative** at Global Atlantic Financial Group Des Moines, Iowa, United States Pursuant to Company policy, all employees are required to be vaccinated for COVID-19 to access GA facilities. Currently, most of our interviews will occur over video. All offices are currently open, and our employees are back 4 or 5 days a week in NY and 3...

Financial Counselor I

2 months ago

Des Moines, United States Principal Financial Group Full time

What You'll Do:

Were looking for a Financial Counselor I to join our Retirement and Income Solutions Principal Connection team. In this role, youll 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 Principals 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

Who You Are:
  • Bachelor's degree or equivalent plus 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.


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:
$26.42 - $39.50 / 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:
Shift Differential

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

Location(s)

This role offers in-office and hybrid work arrangements . Youll work with your leader to figure out which option may align best based on several factors. We are hiring in: Des Moines,IA and Charlotte,NC.

Work Authorization/Sponsorship

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Asset Management positions, youll 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

At Principal, we value connecting on both a personal and professional level. Together, were imagining a more purpose-led future for financial services and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

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.

Posting Window:
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.

Date First Posted (TTF):
9/3/2024

Latest Post Date: Careers - US:
9/3/2024