Principal Financial Group · 2 days ago
New Business Consultant - Mount Pleasant, SC
Mount Pleasant, SC
Full-time
Onsite
Entry, Mid Level
$24.21/hr - $32.43/hr
2+ years expPrincipal Financial Group is a purpose-led firm that builds financial tools to help customers achieve financial security. The New Business Consultant plays a crucial role in supporting regional sales offices by onboarding new client accounts, managing account openings, and serving as a liaison between financial professionals and product partners.
Financial ServicesInsurance
No H1B
U.S. Citizen Only
Responsibilities
Provide training to financial professionals for new business protocols and technology fundamentals
Assist in the onboarding of new clients by accurately preparing and processing insurance, annuity, and investment account applications. Manage account openings and asset movement requests with broker dealer
Utilize industry technology, such as Salesforce CRM and proprietary product platforms to create, track, manage, and complete tasks related to new business operations. Implement and manage systems to track multiple time sensitive deadlines and maintain electronic client files
Communicate new account statuses, resolve client service issues, and support financial professional-client relationships through regular follow-ups
Assist with routine account or policy maintenance items for both new and existing clients and serve as a point of contact between the financial professional, product partners and custodians
Perform other job-related duties or projects as needed, which may include administrative tasks such as greeting guests, managing mail, answering phones, ordering supplies, and facilities management
Adhere to all legal and regulatory requirements while performing work activities and follow high standards of business ethics in all client interactions and transactions
Qualification
Required
Bachelor's degree or equivalent in finance, business administration, or a related field preferred
2+ years of related work experience in life insurance/broker-dealer or RIA operations: client service, account opening, account management, or operations
Proficiency in Microsoft Office Suite and familiarity with industry-specific software and CRM systems. Ability to quickly learn new web-based programs
Understanding of basic financial terms, products, services, regulations, and compliance standards
Strong customer service, organization, critical thinking, and ability to learn new skills required
A keen sense of urgency and responsiveness to customer needs as well as communication and relationship building skills
Ability to prioritize assignments, adapt to changing priorities and perform under pressure
Preferred
Experience with Salesforce and/or other CRM platforms is highly preferred
Familiarity with FINRA regulations preferred
Benefits
Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
Pension Eligible
Company
Principal Financial Group
Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Dan Houston
President and CEO
Liliana (Lil) Waters, CPA, FLMI
CFO – US Distribution
Recent News
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