New Business Consultant
2 weeks ago
As a New Business Consultant, you'll collaborate closely with local financial professionals and home office partners, to provide a high level of service for new business processing functions, including partnership in case consultation and other aspects of new business case design. The successful candidate will be diligent to details and able to excel and thrive in a fast-paced environment. This position is ideal for a well-organized teammate who enjoys multi-tasking, working with technology and people. It offers a good balance between team support responsibilities and independent, project-based work.
Here are few examples of things you'll do:
- Ensure all new business cases are processed in a timely manner, working closely with financial professionals to collect missing data needed to process each case.
- 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 plan, and prepare for client presentations, including documents/ paperwork needed for submission.
- 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 incoming and outgoing mail, answering phones, facilities management and managing office supplies as needed.
Who You Are
- 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 are required.
- 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.
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 (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$23.29 - $31.51 / 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
Location
This role will be based on-site in our Elkhorn, NE business center.
Work Authorization/Sponsorship
At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, 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 Global Investors positions, you'll 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
While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees - individually and all of us together. Explore our core values, benefits and why we're an exceptional place to grow your career.
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.
Original Posting Date
8/28/2024
Most Recently Posted Date
8/28/2024
-
New Business Development Consultant
4 days ago
Elkhorn, Nebraska, United States Principal Financial Group Full timeAbout the RoleWe 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...
-
New Business Development Specialist
2 weeks ago
Elkhorn, Wisconsin, United States Principal Financial Group, Inc. Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented New Business Development Specialist to join our team at Principal Financial Group, Inc.Key ResponsibilitiesCollaborate closely with local financial professionals and home office partners to provide exceptional service for new business processing functions.Ensure all new business cases are...
-
Bilingual Field Sales Consultant
1 week ago
Elkhorn, Nebraska, United States NestPay Full timeJob OverviewWe are looking for a driven and enthusiastic Bilingual Field Sales Consultant to enhance our sales efforts. This role involves generating leads, engaging new clients, and successfully closing sales. You will be responsible for compiling and presenting sales reports, fostering relationships with both new and existing clients in your designated...
-
Automotive Product Consultant
1 week ago
Elkhorn, Nebraska, United States Baxter Auto Group Full timeJob OverviewAutomotive Product Consultant - Ford OmahaAre you passionate about revolutionizing the automotive sector? At Baxter Auto, we invite you to discover your potential.At Baxter, we are redefining the standards of the car purchasing experience and the workplace environment. As a valued member of our team, you will contribute to a progressive...
-
Audit Engagement Consultant
2 weeks ago
Elkhorn, Nebraska, United States Eide Bailly Full timePosition Overview:About Eide BaillyEide Bailly stands as one of the leading CPA and business advisory firms in the United States, boasting over 40 offices across 15 states in the Midwest and western regions. Established in 1917, our culture is integral to our identity, and we are committed to empowering our employees to reach their professional aspirations...
-
Elkhorn, United States Adams Power Full timeJob DescriptionJob DescriptionBenefits:401(k) matchingCompany carCompany partiesCompetitive salaryDental insuranceEmployee discountsHealth insuranceOpportunity for advancementPaid time offTraining & developmentVision insuranceDo you have commercial sales estimating experience and looking for a new opportunity? Adams Power has been in the Elkhorn, WI area...
-
Junior Audit Consultant
2 weeks ago
Elkhorn, Nebraska, United States Eide Bailly LLP Full timeOverview:About UsEstablished in 1917, Eide Bailly LLP ranks among the top 20 CPA and business advisory firms nationwide, boasting over 40 offices across 15 states. At Eide Bailly, we prioritize our people - individuals who are dedicated to achieving fulfilling lives both professionally and personally. We are committed to creating a workplace that emphasizes...
-
Annuity Support Services Coordinator
2 weeks ago
Elkhorn, Nebraska, United States Insurance Agency Marketing Services, Inc. Full timeOverview:Are you embarking on a new career path? If you are seeking an entry-level role within the insurance sector, we have an exciting opportunity for you. Position Summary:The Annuity Support Services role at Insurance Agency Marketing Services, Inc. is essential for assisting the Annuity New Business and Service teams, as well as our valued producers....
-
Outside Sales Representative
2 months ago
Elkhorn, United States Prime Connected Full timeJob DescriptionJob DescriptionDescription:At Prime Connected, we specialize in delivering cutting-edge technology solutions that enhance connectivity and streamline operations for businesses across various sectors. Our commitment to innovation and customer-centric service empowers organizations to thrive in a rapidly evolving digital landscape. We are...
-
Annuity Services Support Assistant
3 weeks ago
Elkhorn, United States Insurance Agency Marketing Services, Inc. Full timeJust getting started in a career? Are you looking for an entry level position within the insurance industry? We have an opening! Come work for Insurance Agency Marketing Services! The position IAMS is looking to fill is an Annuity Support Services position. This position is responsible for providing support to the Annuity New Business and Service team as...
-
Annuity Support Services Coordinator
2 weeks ago
Elkhorn, Nebraska, United States Insurance Agency Marketing Services, Inc. Full timePosition Overview:Are you at the beginning of your professional journey? Seeking an entry-level role in the insurance sector? Insurance Agency Marketing Services, Inc. has an exciting opportunity for you!Role Summary:The Annuity Support Services role is essential in assisting the Annuity New Business and Service teams, along with our valued producers. The...
-
Field Sales Executive
1 week ago
Elkhorn, Nebraska, United States Prime Connected Full timeJob OverviewAt Prime Connected, we are at the forefront of providing innovative technology solutions that enhance connectivity and optimize operations for businesses across diverse industries. Our dedication to innovation and a customer-focused approach enables organizations to excel in a fast-paced digital environment. We are in search of a proactive and...
-
Annuity Services Support Assistant
3 weeks ago
Elkhorn, Wisconsin, United States Insurance Agency Marketing Services, Inc. Full timeJust getting started in a career? Are you looking for an entry level position within the insurance industry? We have an opening Come work for Insurance Agency Marketing ServicesThe position IAMS is looking to fill is an Annuity Support Services position. This position is responsible for providing support to the Annuity New Business and Service team as well...
-
Annuity Services Support Assistant
4 weeks ago
Elkhorn, United States Insurance Agency Marketing Full timeJust getting started in a career? Are you looking for an entry level position within the insurance industry? We have an opening! Come work for Insurance Agency Marketing Services! The position IAMS is looking to fill is an Annuity Support Services position. This position is responsible for providing support to the Annuity New Business and Service team as...
-
Annuity Support Services Representative
2 weeks ago
Elkhorn, Nebraska, United States Insurance Agency Marketing Services, Inc. Full timeAre you beginning your career in the insurance sector? If you are seeking an entry-level opportunity, we have a position available at Insurance Agency Marketing Services, Inc. The role we are looking to fill is that of an Annuity Support Services Representative. This position is integral in assisting the Annuity New Business and Service teams, as well as...
-
Annuity Services Support Representative
2 weeks ago
Elkhorn, Nebraska, United States Insurance Agency Marketing Services, Inc. Full timeAre you beginning your professional journey in the insurance sector? We have an exciting opportunity for you at Insurance Agency Marketing Services, Inc. The role we are looking to fill is that of an Annuity Support Services Assistant. This position plays a crucial role in assisting the Annuity New Business and Service teams, as well as supporting our...
-
Electrical Estimator
1 month ago
Elkhorn, United States Adams Power Full timeJob DescriptionJob DescriptionBenefits:401(k) matchingCompany carEmployee discountsHealth insuranceOpportunity for advancementPaid time offTraining & developmentVision insuranceCompany partiesCompetitive salaryDental insuranceAre you an experienced electrician looking for the next step in your career? Adams Power is looking for our next Residential...
-
Annuity Support Services Coordinator
2 weeks ago
Elkhorn, Nebraska, United States Insurance Agency Marketing Services, Inc. Full timeAre you starting your career in the insurance sector? If you are seeking an entry-level opportunity, we have a position available at Insurance Agency Marketing Services, Inc. The role we are looking to fill is for an Annuity Support Services Coordinator. This position plays a crucial role in assisting the Annuity New Business and Service teams, as well as...
-
Director Of Operations
7 days ago
Elkhorn, United States Goshen DDC Full timeJob DescriptionJob DescriptionSalary: ABOUT USGoshen Community Services (Goshen CS) is a leading Foster Care Agency and provider of Developmental and Intellectual Disability Services. We are dedicated to offering safe, nurturing, and supportive environments for children, families, and individuals with intellectual disabilities and/or mental health needs. As...
-
Assistant Manager
5 days ago
Elkhorn, Nebraska, United States Swimtastic Omaha SW Full timeJob DescriptionAt Swimtastic Omaha SW, we are seeking a highly skilled and motivated Assistant Manager to join our team. As a key member of our management team, you will be responsible for ensuring the highest level of customer satisfaction and service delivery.Key Responsibilities:Leadership and Vision: Provide strategic direction and leadership to our...