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New Business Development Consultant

2 months ago

Elkhorn Nebraska, United States Principal Financial Group Full time
About the Role

We are seeking a highly skilled and detail-oriented New Business Consultant to join our team at Principal Financial Group. As a New Business Consultant, you will play a critical role in collaborating with local financial professionals and home office partners to provide exceptional service for new business processing functions.

Key Responsibilities
  • Ensure timely processing of new business cases, 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 a comprehensive understanding of guidelines and processes across each product line.
  • Partner with financial professionals on plan design, product, and presentation solutions.
  • 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.
  • 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 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
  • Salary Range: $31.51/hour
  • Pension Eligibility: Yes
  • Personal Time Off (PTO) Program
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. We value diversity, equity, and inclusion, and are committed to creating a workplace where everyone can thrive.