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Principal Financial Group · 12 hours ago

Advisor Relationship Consultant III

Des Moines, IA

Full-time

Hybrid

Senior Level, Lead/Staff

$104K/yr - $187K/yr

8+ years exp

Principal Financial Group is a purpose-led firm focused on making financial security accessible to all. The Advisor Relationship Consultant III will serve as the single point of contact for advisors, delivering service and support while contributing to retention and growth through strategic planning and training.

Financial ServicesInsurance

No H1B

Responsibilities

Deliver on a firm focused partnership with advisors from one of our key partner firms

Serve as the advisor’s single point of contact, responsible for overall service delivery, creating a strategic service plan or roadmap for their block of Principal clients in order to make the business more efficient

Contribute to retention and growth by providing support, tools and training to advisors and their staff and becoming a trusted business partner through dedicated delivery of service

Qualification

Retirement plan knowledgeRelationship managementProject managementSalesforce experienceMS Office proficiencyTechnical skillsCommunication skillsInterpersonal skillsProblem solving skills

Required

Bachelor's degree or equivalent experience required, plus at least 8 years related experience

Must have knowledge of retirement plan industry, participant recordkeeping, plan compliance, plan consulting and relationship management

Requires proven communication, interpersonal, technical and problem solving skills

Must have strong understanding of the marketplace including employers, employees and intermediaries, and have the ability to influence internal and external clients and partners

Must have project management experience including ability to manage multiple complex projects

Requires proficiency with key MS Office programs such as Word, Outlook, Excel, PowerPoint

Travel required including overnight stays (25%)

Licensing will be required based on state/federal laws and/or company policy in accordance with current licensing policy. The below licenses are required within 5 months of employment: Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63). Resident Life and Health appointment must be attained

Preferred

Advanced business unit knowledge and knowledge of company products and services a plus

Salesforce experience preferred

Benefits

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.

Pension Eligible: Yes

Company

Principal Financial Group

Glassdoor3.9

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

10001+ employees