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Retirement Specialist
Principal Financial Group
Cedar Falls, IA, United States
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A job or career path. Well, this is just the start.
We offer more than just a job – you can build a career with us. After completing a comprehensive training program designed with you in mind, there’s a variety of paths you could take your knowledge and career. Here’s just a few paths others have taken, and you could consider:
• Fraud Investigation
• Quality assurance
• Learning and Development
• Management roles
What success looks like. Goals are important in life and this is no different. Success measures are focused on being available for calls, the quality of conversations, customer service and accuracy along with timely documentation/processing of work resulting from the call. You’ll also build your own foundational financial knowledge. Upon hire, you’ll need to secure your FINRA Series 6 securities license. Again, we’re here to help. We provide you the materials, time to study and cover the cost of the training program for this license.
Responsibilities:
It’s not what we do…It’s who we are.
At Principal®, every role supports a greater purpose-- providing real-life solutions making financial progress possible for clients of all incomes. How’s that done? Not only through top-notch products, but also the talented people we’re lucky enough to call our employees.
With a focus on client service, doing the right things and leveraging innovative ideas that make an impact, we’re proud to be a leader in the retirement industry. And the great news… you can be part of this mission too.
The opportunity to make a difference.
Let’s face it, financial decisions can be overwhelming for many. And we’re here to help. Our goal is to learn about our client’s situations, explain the options and help them make informed decision they can be confident on their path. As a Retirement Specialist, you get that chance to make a positive impact.
In this fast paced, high energy environment, helping people is not only rewarding, but our number one priority! You’ll educate and assist 401K participants by answering inbound phone calls. And your day will be filled with variety – in people, situations and complexities. But one thing is sure - your guidance will offer actionable insights to help them better prepare for retirement.
Qualifications:
Key Skills
Strong communication and customer service skill are crucial to success in this role. Yes, there will be some tough client conversations at times. But our clients rely on the work you do to help get them through these times, so being able to stay calm and resolve issues is one area you’ll need to be comfortable with.
Other skills successful candidates will have:
• Associates or Bachelor’s degree preferred (not required).
• 2+ year’s customer service experience.
• FINRA Series 6 licensing will be required within the first 6 months.
• Strong communication and customer service skills
• Organizational and telephone skills
• Self-motivated individuals who can work well in a team environment
• Ability to multi-task and be detail-oriented
• Ability to maintain strict confidentiality guidelines
• Basic computer skills with ability to efficiently navigate within numerous software and web applications
• Ability to acquire strong knowledge of business unit products, processes and systems.
Employee Referral:
This position has a $500 referral bonus available. Please click on "Email to a Friend" at this bottom of this page to notify a friend or family member of this opportunity.
Work Hours:
Work hours
To be available to our clients, the hours for this role aren’t always traditional business hours. Our department is staffed to help callers Monday through Friday from 6:55 am - 9:10pm. If you’re interested in this role, you’ll need to be flexible and
available for shifts during these hours to meet customer needs. But the good thing, there’s additional pay for shifts ending at 6:00pm or later and you’re compensated for the entire shift, not just those few hours.
Additional Information:
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 a pre-recorded interview experience. Haven’t done that before, don’t worry. We’ve got all the tips and tricks available to help you be successful. With a pre-recorded 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 our Principal Talent Acquisition Team, you’ve been selected to begin your pre-recorded interview experience and have a set time to submit.
Benefits designed with you in mind.
Because each employee is unique, our benefit packages give you lots of choices. We offer comprehensive benefits that helps contribute to the healthy, fulfilling life and gratifying work experience you deserve, at an affordable cost. Click here to see just a few benefits you’ll receive once you join our team.
Not an exact match for this role?
We’ve got a lot of opportunities, so check out some of the others. And creating an email alert on our career site will help you keep you connected and informed of opportunities you’re interested in with a just a few clicks!
Work Authorization/Sponsorship
At this time, we're not able to consider candidates who would need sponsorship now or in the future or those needing work authorization for this role. (This includes students on F1-OPT, F1-CPT, J-1, etc.) However, we’d hope you continue to keep us in mind for other potential opportunities in the future.
Principal is an Affirmative Action and Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to of 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.
Investment Code of Ethics
For positions with Principal Global Investors, you will be required to comply with a Code of Ethics which covers a number of obligations 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.