134 applicants

Company

Principal Financial Group · 6 hours ago

Customer Experience (CX) Licensed Specialist 1 - Mutual Funds

Des Moines, IA

Full-time

Remote

Entry Level

$18.39/hr - $30.58/hr

3+ years exp

Maximize your interview chances

Financial ServicesInsurance

No H1B

Insider Connection @Principal Financial Group

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Educate clients by answering inbound phone inquiries about general product knowledge and maintenance of accounts.

Respond and anticipate the customer's needs on multiple products or processes while using and navigating several systems and web applications.

Build customer relationships by handling/resolving requests real-time, providing accurate information, anticipating future concerns, communicating next steps concerns and effectively communicating next steps based on their needs and channel of choice.

Demonstrates the ability to recognize when an interaction needs to be called out for resolution.

Identify innovative solutions to improve the customer experience and identify voice of the customer opportunities for the enterprise.

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.

Customer service experienceFINRA licensingMS Office proficiencySoftware navigationActive FINRA licenseRetirement products knowledgeTyping skills

Required

3+ years of customer service experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

FINRA licensing required - licensed within 6 months to handle all requirements as a registered representative.

Demonstrates excellent verbal and written communication skills.

Proficient with desktop applications such as MS Office and Internet browsers along with excellent typing skills.

Ability to effectively navigate within numerous software and web applications.

Ability to quickly learn how to use new computer applications and call center systems.

A resourceful contributor with a growth mindset to understand a broad range of products and apply that knowledge by referencing appropriate tools and resources.

Maintain confidentiality with all levels of information.

Ability to adapt to frequent change, make independent decisions and take ownership to resolve issues.

Ability to handle multiple tasks in a fast-paced environment with attention to detail.

Preferred

Active FINRA license - SIE and Series 6 or SIE and Series 7.

Strong proficiency with retirement products, processes and systems.

Benefits

Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period.

Pension Eligible: Yes

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