Glendale, WI Search Results /

Now Hiring - Financial Services New Business Consultant in Wauwatosa, WI

Financial Services New Business Consultant in Wauwatosa, WI

Principal Financial Group, Inc.
Base Salary Yes (amount not posted)
Total Comp: NA
Quick Apply Save
Qualifications Years In Sales
Industry: Financial Services
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Investment & Asset Management
To Whom Financial Services
Location: Wauwatosa, WI
4
Responsibilities:
As a New Business Consultant, you’ll collaborate closely with local financial professionals and home office partners, to provide a high level of service for new business processing functions, including partnership in case consultation and other aspects of new business case design. The successful candidate will be diligent to details and able to excel and thrive in a fast-paced environment. This position is ideal for a well-organized teammate who enjoys multi-tasking, working with technology and people. It offers a good balance between team support responsibilities and independent, project-based work.

Here are few examples of things you’ll do:
  • Ensure all new business cases are processed in a timely manner, working closely with financial professionals to collect missing data needed to process each case.
  • Track each case from initial submission to issue and follow up on cases with home office as needed.
  • Gain an understanding of guidelines and processes across each of the product lines.
  • Partner with financial professionals on plan design, product and presentation solutions.
  • Maintain a comprehensive knowledge of all products and services offered and system capabilities of Principal Financial Group.
  • Run product illustrations to support financial plan, and prepare for client presentations, including documents/ paperwork needed for submission.
  • Become a local subject matter expert, providing training and consultation to advisors and staff on end to end new business design and submission.
  • Complete local administrative tasks such as greeting guests, processing incoming and outgoing mail, answering phones, facilities management and managing office supplies as needed.
This role is also a phenomenal way to advance your career. As a growing organization with over 16,000 employees around the world, Principal offers a lot of ways for you to learn more, earn more and achieve more.

Qualifications:
  • Bachelor’s degree or equivalent experience required.
  • 2+ years related work experience (financial services or sales support experience strongly desired).
  • Strong customer service, organization, critical thinking skills and an aptitude to learn are required.
  • Experience with Salesforce and/or other CRM platforms is highly preferred
  • A strong sense of urgency and responsiveness to customer needs as well as communication and relationship building skills.
  • Proficient knowledge of Microsoft Office Suite and ability to prioritize assignments, adapt to changing priorities and work under pressure.

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: $24.57 - $33.17 / hour Additional Information:
Location
This role will be based in our Wauwatosa, WI business center.

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:

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

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.

Employee Referral
Click on "Email to a Friend" to notify a friend or family member of this opportunity.
Principal Financial Group, Inc.
Company Size
10000+ Employees
Founded
1879
They Sell
Investment & Asset Management
To Whom
Financial Services
Website
www.principal.com
Revenue
$10+ billion (USD)

Principal Financial Group, Inc. is currently hiring for 7 sales positions
Principal Financial Group, Inc. has openings in: WI, & IA
The average salary at Principal Financial Group, Inc. is:

7 Yes (amount not posted)

Principal Financial Group, Inc.
Rate this company

Sign In to rate this company

Principal Financial Group, Inc.

Principal Financial Group, Inc. is currently hiring for 7 sales positions
Principal Financial Group, Inc. has openings in: WI, & IA
The average salary at Principal Financial Group, Inc. is:

7 Yes (amount not posted)