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Individual Investor Specialist I - Cedar Falls, IA - #214206

Job Area:Customer Service
Business Area:Pension
Location:IA - Cedar Falls
Career Category:Recent College Graduate, Experienced Professional
Full/Part Time:Full Time
Date Posted:12/04/2012
Close Date:12/14/2012


Be a Subject Matter Expert on Principal's Retirement team! As an Individual Investor Specialist, you will share your retirement product knowledge with our valued clients. You will educate clients by answering inbound phone inquiries on investments and related products, and identifying and pursuing cross sale opportunities. In this fast paced, high energy environment, helping people is not only rewarding but our number one priority!

In addition, you will start off your career on the right foot and gain the experiences you need and desire to take your career to the next level!


Education & Experience
Two or four-year degree or equivalent customer service work experience required
Series 6 license will be required within the first 6 months
Series 65 and/or 66 may be required depending on the products supported

Skills & Knowledge
Strong communication and customer service skills
Organizational and telephone skills
Self-motivated individuals that can work well in a team environment
Ability to multi-task and be detail-oriented
Basic computer skills

Must be able to wear a telephone headset and sit for extended periods of time
May be required to work non-traditional hours to meet customer needs

Work Hours:

The hours of operation for this department will be 6:55am - 9:10pm, Monday to Friday, so qualified individuals will be available for shifts during this time frame. Shift differential pay will be available for shifts ending at 7:00pm or later.

Visa Sponsorship:

This position is not eligible for sponsorship for work authorization by The Principal. Therefore, if you will require sponsorship for work authorization now or in the future, we cannot consider your application at this time.

Job Level:

With this position we may consider bringing in individuals at a higher level with prior experience or licensing.

Background Check Requirements:

Employment at Principal is contingent upon successful completion of a background check.

Call 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.

Have a question? Call us at 1.800.986.3343

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