[Remote] Financial Consultant I – Principal Connection

Note: The job is a remote job and is open to candidates in USA. Principal Financial Group is hiring a Financial Consultant I for its Retirement and Income Solutions – Principal Connection team. The role provides investment advisory services through a call center, educating clients, assessing their goals and risk tolerance, recommending tailored solutions, facilitating transactions, and maintaining compliant client relationships.

Responsibilities

• Provide benefit event education to former participants, Personal Retirement Account holders, and individuals approaching benefit events, helping them understand their investment and risk-based needs and appropriate product solutions
• Facilitate transactions and coordinate introductions to specialized teams as needed to support customer goals and asset retention
• Conduct consultative conversations focused on clients’ goals and best interests, assessing financial objectives, risk tolerance, and time horizons to recommend tailored solutions
• Simplify complex financial concepts to help clients make informed decisions with confidence
• Use active listening, emotional intelligence, and effective communication to understand customer needs, identify additional opportunities, and build strong relationships that reflect the One Principal culture
• Maintain accurate documentation of customer interactions and ensure secure, compliant handling of customer data and transactions
• Adhere to compliance and risk management standards, including required regulatory training, licenses, and designations
• Manage client pipelines and application follow-up through timely and professional communication

Skills

• Bachelor's degree or equivalent plus 2+ years' experience
• Ability to obtain approval as a registered representative across all 50 states and Washington, D.C
• Excellent verbal and written communication skills and the ability to establish trust and rapport easily with customers over the phone
• Proficiency with computer desktop technology and digital communication mediums
• Detailed knowledge and expertise involving retail investments products as well as employer sponsored retirement plans
• Hard-working and able to make decisions that are in the best interest of our customers
• This includes possessing a heartfelt passion to hold and maintain relationships with customers and members of their household
• Ability to work independently, be a self-starter, and demonstrate confidence in decisions
• Strong efficiency with time management and organizational skills
• SIE and Series 7 licenses are required
• Series 66, OR
• Both Series 63 and Series 65
• We're not considering applicants 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
• Preferably in the financial services industry
• Drive to constantly improve the customer experience working in a collaborative team-based culture

Benefits

• 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.
• 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.
• This role offers hybrid and remote work arrangements.
• A shift differential may be provided for hours worked starting at 6:00 PM.

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