Financial Counselor I (Paygrade )
Location : Des Moines, IA / Grand Island, NE / Minneapolis, MN / St. Louis, MO / Atlanta, GA / Dallas, TX / Fort Worth, TX / Phoenix, AZ / Miami, FL / Tampa, FL / Charlotte, NC
Duration : Fulltime
Job Description :
We’re looking for a Financial Counselor I to join our Retirement and Income Solutions Principal Connection team. In this role, you’ll serve as our primary customer service contact, providing a high level of value and service while developing effective working relationships across our organization.
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 clkient’s customers, solving problems, resolving issues, and helping to build their financial confidence.
Qualifications :
Bachelor's degree or equivalent plus + years’ experience, preferably in the financial services industry.
SIE, Series or and Series & or Series . Additional licensing may be required upon starting.
Successfully being approved as a registered representative by all 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.
Financial Counselor I (Paygrade 18)
Financial Counselor I (Paygrade ). We’re looking for a Financial Counselor I to join our Retirement and Income Solutions Principal Connection team. This role will offer you the opportunity to work closely with clkient’s customers, solving problems, resolving issues, and helping to build their financ...
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