Financial Consultant I
3 weeks ago
We are seeking a highly skilled Financial Consultant I to join our team. In this role, you will serve as our primary customer service contact, providing a high level of value and service while developing effective working relationships across our organization.
Key Responsibilities:- 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 Principal's customers, solving problems, resolving issues, and helping to build their financial confidence. You will be working at the intersection of financial services and technology, building financial tools that help our customers live better lives.
Requirements- 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.
At Principal, we value connecting on both a personal and professional level. Together, we're 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.
Benefits- Pension Eligible
- Time Off Program
- Shift Differential
We are an equal opportunity employer and welcome applications from all qualified candidates.
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