New Business Consultant - Principal Financial Group (Texas)
Job Area: SalesBusiness Area: Individual DistributionLocation: TX - Fort WorthCareer Category: Experienced ProfessionalFull/Part Time: Full-TimeRegular/Temporary: RegularDate Posted: 2018-11-28
It’s not what we do. It’s who we are.
We want to help people live their best lives. That’s why every role at Principal supports a greater purpose. And after more than 130 years, we’ve never had a more vibrant and dynamic global team united in our purpose. Through community involvement, innovative financial solutions, and dedication to career development, we make a difference in millions of lives every day, including our employees’. And now is the time to make your mark.
Join our team today!
Responsibilities
As a New Business Consultant, you are responsible for the consultation and management of all aspects of new business case design and submission for any new product sold to a customer. You will provide case design expertise and consultation to build, refine and package client financial plans. Partner closely with advisors and home office partners to ensure cases are submitted accurately, so they can be processed on time, in alignment with product area processes.
Qualifications
+ Bachelor's degree or equivalent plus 2+ years of related work experience required.
+ FINRA Series 7 and IAR registration with Principal Securities, Inc.'s broker dealer preferred.
+ Strong customer service, organizational and critical thinking skills required.
+ Must have a strong sense of urgency and responsiveness to customer needs as well as communication and relationship building skills.
+ Bilingual (English/Spanish) strongly preferred.
Location
This position will be located in Fort Worth, Texas.
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.
