182 applicants

Company

Original Job Post

Principal Financial Group · 2 days ago

Program Manager - Financial Education

West Des Moines, IA

Full-time

Onsite

Senior Level

$95K/yr - $182K/yr

8+ years exp

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Financial ServicesInsurance

Insider Connection @Principal Financial Group

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Responsibilities

Drive financial wellness through deploying advisors to present and facilitate group and 1-on-1 meetings with the employees of business clients

Provide consultation to PFN advisors and business owners on employee education strategies

Serve as an employee experience and engagement expert

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial services experienceService marketing experienceLeadership experienceFINRA series 7FINRA series 66Health insurance licensesSalesforce proficiencyBusiness owner mindsetAmbiguity managementTransportation availabilityFingerprint personProblem-solvingLeadershipInfluenceRelationship buildingCommunicationAdaptabilityActive listeningSmall business experienceEducation experienceEmpathy

Required

8+ years of financial services or service marketing experience demonstrated through one or a combination of the following: work experience, training, military experience, or education

2+ years of leadership experience

FINRA series 7, 66 and applicable state Life and Health Insurance licenses required with the ability to meet firm standards for registration within applicable jurisdictions

Salesforce proficiency

Demonstrated ability to work with people at all levels and influence others without formal authority

Passionate to build and maintain relationships with advisors and business owners

Possesses excellent written and oral communication and ability to establish trust and rapport easily across all channels of communication (video, phone, chat)

Has a clear, self-driven desire to work and think as a business owner partner, including ability to use diverse resources available

Deals well with ambiguity, demonstrating strong ability to adapt to change and strong situational awareness

Ability to uncover business owner needs via research, active listening, and review of ecosystem outputs

As a required part of the role, candidate must be able to provide personal transportation to business related events

You’ll be required to become a non-registered fingerprint person of PSI

Preferred

Experience with Small and Medium businesses, understands and empathizes with the challenges of the advisor and business owner

Education and participant engagement experience

Benefits

Flexible Time Off (FTO)

Pension Eligible

Company

Principal Financial Group

Glassdoor

3.9

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.

Founded in 1879

Des Moines, Iowa, USA

10,001+ employees