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Financial Counselor
Principal Financial Group
Cedar Falls, IA, United States
Job Details - this job has expired, please see similar jobs below
Responsibilities:
The Financial Counselor I will work with prospective and current retail individual investor customers by providing education and assistance with investment and risk-based solutions based on the customer’s needs. Provide education and assistance to former participants during the benefit event process including facilitation with any necessary or associated transactions to help the customer complete their request. These functions will be achieved via inbound and outbound calls and other forms of electronic communication.
Additional responsibilities may include:
• Provide benefit event education to former participants, those in the Personal Retirement Account or those approaching a benefit event, providing education and assistance on the options available to them. This may include facilitation of any requested transaction or introduce them, as appropriate, to the advice team.
• Provide education and assistance to 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, as appropriate, to the advice team.
• Provide assistance to existing retail customers regarding their account and assist with identification of their investment and risk based needs. This may include facilitation of any requested transaction or introduce them, as appropriate, to the advice team.
• Provide education and assistance to those in targeted customer communication programs.
• Assist in uncovering current or potential retail customer needs. Determine which customers need educational assistance versus those who should be introduced to the advice team.
• Perform other job-related duties and projects as needed.
Qualifications:
Skills required:
• Bachelor's degree or equivalent of 8 years’ experience.
• 2+ years’ experience in the financial services industry.
• Series 6, Series 63, Series 7, and Resident Life and Health must be attained
within 1 year of employment.
Successful candidates will have the following:
• Excellent oral and written communication skills.
• Strong analysis, organizational, and relationship building skills.
• Ability to work independently.
Work Hours:
The scheduled work hours for this position will be a 8 hour shift between 7:00am- 9:00pm Monday - Friday
Visa Sponsorship:
This position is not eligible for sponsorship for work authorization by Principal. Therefore, if you will require sponsorship for work authorization now or in the future, we cannot consider your application at this time.
Contact Center:
In this position, you will be responsible for taking inbound calls and must be able to sit for extended periods of time wearing a telephone headset.
Shift Differential:
This position will provide a shift differential for hours worked.
AAEEO:
Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.
Interview Details:
What’s next? Innovation at its finest.
We’ll review your application and if you’re selected for an interview, you’ll receive an invite for an On-Demand Video interview. Haven’t done that before, don’t worry. We’ve got all the tips and tricks available to help you be successful. With an On-Demand Video Interview, you can add your own flair and personality – at your pace.
Be sure to check your email frequently. We’ll communicate our decisions through the email address used on your online profile. If you receive an email from Principal Talent Team, you’ve been selected to begin your video interview and have a set time to submit once you log in.