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Individual Investor Specialist I - #214381

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:01/30/2013
Close Date:02/25/2013


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 Requirements 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.