Employment Opportunities

Position Posted On:
Principal Financial Group
711 High St
Des Moines, IA  50392
Job Title:
Individual Investor Specialist I - Mutual Funds
Job Type:
Full Time
Hours Per Week:
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Position Start Date:
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Pay Rate:
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How To Apply:
For consideration to this exciting opportunity, please visit and apply to requisition #214273.
Contact Name:
Job Description:
Responsibilities Be a Subject Matter Expert on Principal's Mutual Fund team. As an Individual Investor Specialist, you will share your mutual fund product knowledge with our valued clients. You will educate shareholders by answering inbound phone inquiries on mutual funds 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 acquire valuable industry knowledge and receive tailored development opportunities to prepare you for future advancements. Qualifications Education & Experience: •Two or four-year degree or equivalent customer service work experience required •Series 6 license will be required within the first 6 months •Series 63 license may be required in the future depending on the products supported Skills & Knowledge: •Strong communication and customer service skills •Organizational and telephone skills •Self-motivated individuals who can work well in a team environment •Ability to multi-task and be detail-oriented •Ability to maintain strict confidentiality guidelines •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 are 7AM-7PM, Monday-Friday. Qualified candidates must be flexible to shifts during this timeframe. 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 FINRA licensing. Location This specific opening will be located at our 6200 Park Avenue office in Des Moines, IA. Background Check Requirements Employment at Principal is contingent upon successful completion of a background check. Because of the nature of the duties of this position, a Section 9(a) is also required. 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.
Job Qualifications:
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