New Business Development Consultant

3 days ago


Elkhorn, Wisconsin, United States Principal Financial Group, Inc. Full time
About the Role

We are seeking a highly skilled and detail-oriented New Business Development Consultant to join our team at Principal Financial Group, Inc.

Key Responsibilities
  • Collaborate closely with local financial professionals and home office partners to provide exceptional service for new business processing functions.
  • Partner with financial professionals on plan design, product, and presentation solutions.
  • Gain a comprehensive understanding of guidelines and processes across each of the product lines.
  • Develop and maintain a thorough knowledge of all products and services offered and system capabilities of Principal Financial Group.
  • Run product illustrations to support financial plans and prepare for client presentations.
  • Provide training and consultation to advisors and staff on end-to-end new business design and submission.
  • Complete local administrative tasks as needed.
Requirements
  • Bachelor's degree or equivalent experience required.
  • 2+ years related work experience in financial services or sales support preferred.
  • Strong customer service, organization, critical thinking, and ability to learn new skills required.
  • Experience with Salesforce and/or other CRM platforms highly preferred.
  • 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.
What We Offer
  • Competitive salary range: $31.51/hour (non-exempt) or yearly (exempt)
  • Pension eligibility
  • Personal Time Off (PTO) program
About Us

Principal Financial Group, Inc. is a global leader in financial services, dedicated to fostering a world where financial security is accessible to all. We value diversity, equity, and inclusion, and are committed to creating a workplace where everyone can thrive.



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