Principal

Retirement Specialist II (Remote Opportunities Available)

Job Locations US-IA-Des Moines
Posted Date 1 month ago(11/1/2022 3:41 PM)
Job #
2022-36605
Category
Customer Service
Ent Seg
RIS
Bus Area
Pension
Pos Typ
Regular Full-Time
Remote
Yes
FLSA
Non-Exempt

Responsibilities

  • As a Retirement Specialist II in our Participant Contact Center, you’ll educate and assist 401K participants by answering inbound phone inquiries about their retirement accounts and help them take action to prepare for retirement. In this fast paced, high energy environment, helping people is not only rewarding, but our number one priority!

     

    Here are few examples of the kinds of things you’ll do:

    • Provide quality customer service and be available for calls.
    • Include accurate and timely documentation/processing of work resulting from the call.
    • Build foundational financial knowledge.
    • Secure your FINRA Series securities license – We provide you the materials, time to study and cover the cost of the training program for this license.

    This position is also a great way to advance your career. As a growing company with over 16,000 employees around the world, Principal offers a lot of ways for you to learn more, earn more and achieve more. Here’s just a few paths others have taken, and you could consider:

    • Fraud Investigation
    • Quality assurance
    • Learning and Development
  •  

Qualifications

  • Associates degree or equivalent customer service experience required. Bachelor’s degree preferred.
  • Investment Company and Variable Contracts Representative registration may be required.
  • Strong communication skills and the ability to maintain strict confidentiality guidelines.
  • Results-oriented individuals who can work well in a team environment and are rewarded by helping others.
  • Basic computer skills with ability to efficiently navigate within numerous software and web applications; multitasking and attention to detail are key to being efficient.
  • Ability to acquire proven understanding of business unit products, processes and systems.
  •  

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salary Range

$33150 - $61200 / year

Additional Information

Hours

To be available to our clients, the hours for this role aren’t always traditional business hours. Our department is staffed to help callers Monday through Friday from 6:55 am - 9:10pm CST. If you’re interested in this role, you’ll need to be flexible and available for shifts during these hours to meet customer needs. But the good thing, there’s additional pay for shifts ending at 6:00pm or later and you’re compensated for the entire shift, not just those few hours.

Location

Hiring for candidates working out of our Des Moines, IA and Charlotte, NC office locations. Remote opportunities also avaiable. 

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers and https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants

Investment Code of Ethics

For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics 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.

Experience Principal

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

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