|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
FINRA registrations (Series 6, 63, or 65) 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 with ability to efficiently navigate within numerous software and web applications
Ability to acquire strong knowledge of business unit products, processes and systems
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
|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.
|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.
|With this position we may consider bringing in individuals at a higher level with prior experience or licensing.
|Employment at Principal is contingent upon successful completion of a background check.
|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.