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About the Role

Principal is seeking financial professionals to join our Retirement and Income Solutions - Principal Connection team. As a Financial Consultant I, you'll provide expert investment advisory services through our call center. You will work with a diverse client base including direct-to-consumer prospects, retail investment account holders, and participants in employer-sponsored retirement plans. In this role, you'll serve as a trusted advisor, combining your financial expertise with exceptional service to help clients navigate their investment journey and build financial security with confidence. Through personalized, compliant, and comprehensive guidance, you'll simplify complex financial concepts, inspire trust, build lasting client relationships, and empower clients to make confident, informed decisions about their financial future.

Responsibilities

Provide benefit event education to former participants, Personal Retirement Account holders, and individuals approaching benefit events, guiding them through investment and risk-based needs while communicating appropriate product solutions.
Facilitate transactions and coordinate introductions to specialized teams as needed to support customer goals and asset retention.
Conduct consultative conversations focused on clients' goals and best interests, assessing financial objectives, risk tolerance, and time horizons to recommend tailored solutions.
Communicate complex financial concepts clearly to build trust, confidence, and informed decision-making.
Use active listening, emotional intelligence, and effective communication to understand customer needs, uncover additional opportunities, and build strong relationships that reflect the One Principal culture.
Maintain accurate documentation of customer interactions and ensure secure, compliant handling of customer data and transactions.
Adhere to compliance and risk management standards, including required regulatory training, licenses, and designations.
Manage client pipelines and application follow-up through timely and professional communication.
Continuously expand market and product knowledge, adopt new tools, apply feedback, and support additional business objectives and projects as needed.

Requirements

Ability to obtain approval as a registered representative across all 50 states and Washington, D.C.
Proficiency with computer desktop technology and digital communication mediums.
Hard-working and able to make decisions that are in the best interest of our customers.
Possess a heartfelt passion to hold and maintain relationships with customers and members of their household.
Ability to work independently, be a self-starter, and demonstrate confidence in decisions.
Drive to constantly improve the customer experience working in a collaborative team-based culture.
Strong efficiency with time management and organizational skills.
Must be able to work an assigned eight-hour shift between 7:00 AM and 9:00 PM CT, Monday–Friday.
A shift differential may be provided for hours worked starting at 6:00 PM.
Not considering applicants that need any type of immigration sponsorship now or in the future to work in the United States.
Must follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household.

Skills

Excellent verbal and written communication skills
Ability to establish trust and rapport easily with customers over the phone
Detailed knowledge and expertise involving retail investments products
Detailed knowledge and expertise involving employer sponsored retirement plans

Location

Des Moines, IA
Charlotte, NC
Raleigh, NC
Richmond, VA
Grand Island, NE
Minneapolis, MN
St. Louis, MO
Chicago, IL
Denver, CO
Salt Lake City, UT
Atlanta, GA
Dallas, TX
Fort Worth, TX
Phoenix, AZ
Miami, FL
Tampa, FL
Jacksonville, FL
Orlando, FL
San Diego, CA
Bridgewater, NJ
Cherry Hill, NJ
Princeton, NJ
Austin, TX

Work Type

in-office
hybrid
remote
full-time

Experience Level

2+ years’ experience
Principal Asset Management positions

Education Level

Bachelor's degree or equivalent

Salary/Compensations

$26.83 - $39.61 / hour
Grand Island: $26.83 - $32.59 / hour
Des Moines/Orlando: $28.32 - $34.34 / hour
Charlotte/Atlanta/Phoenix/Dallas: $29.81 - $36.10 / hour
Minneapolis/Princeton/Denver: $32.79 - $39.61 / hour

Benefits

Personal Time Off (PTO)
Pension Eligible
Comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.

About the Company

At Principal, we value connecting on both a personal and professional level.
Together, we’re imagining a more purpose-led future for financial services – and that starts with you.
Our success depends on the unique experiences, backgrounds, and talents of our employees.
We support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.
Check out our careers site to learn more about our purpose, values and benefits.

Equal Opportunity

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.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.