Business Development Specialist

1 week ago


Costa Mesa California, United States Principal Financial Group Full time
Business Development Specialist

We are seeking a highly skilled Business Development Specialist to collaborate closely with local financial professionals and home office partners to provide exceptional service for new business processing functions.

Key Responsibilities:
  • Process new business cases in a timely manner, working closely with financial professionals to collect missing data.
  • 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 plans and prepare for client presentations.
  • 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 mail, and managing office supplies.
Requirements:
  • 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.
  • Experience with Salesforce and/or other CRM platforms is highly preferred.
  • A strong sense of professionalism and responsiveness to customer needs.
  • Proficient knowledge of Microsoft Office Suite and ability to prioritize assignments.
About Principal Financial Group:

Principal Financial Group is a global leader in financial security, dedicated to fostering a world where financial security is accessible to all. Our team is bound by a common purpose: to help people achieve their financial goals.

Why Join Us:
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • A comprehensive benefits package, including pension eligibility.
  • A competitive salary range, with opportunities for advancement.


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