Description:
What You’ll Do
- Collaborate with the plan sponsor and the advisor on plan design, investments, retirement readiness, services and new opportunities.
- Plan level health reviews.
- Problem solving complex issues.
We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! Principal® named one of the 2024 World’s Most Ethical Companies by Ethisphere for the 13th time.
Relationship Manager (Retirement Solutions)
Join us!
Who You Are
- Bachelor’s degree or 8 years of equivalent experience required and 4+ years retirement industry experience
- Must become an associated person of Principal Securities, Inc
- Qualified Plan knowledge strongly preferred (Defined Benefit, Defined Contribution)
- Excellent demonstrated leadership, negotiation, presentation, organizational, and problem-solving skills required, as well as outstanding interpersonal, analytical, and oral and written communication skills
- Must be assertive and entrepreneurial
- Travel required – 25 – 30% (including day and overnight stays combined, mostly day trips)
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:
Relationship Manager (Retirement Solutions)
- 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.
Salary Range InformationSalary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)$77350 – $147600 / yearTime Off ProgramFlexible 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. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.Pension EligibleYesAdditional Information
Work Environment
Relationship Manager (Retirement Solutions)
This is a remote position.
Work Authorization/Sponsorship
At this time, we’re not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics
Relationship Manager (Retirement Solutions)
For Principal Asset Management positions, you’ll need to 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. These same requirements may also apply to other positions across the organization.
Experience Principal
While our expertise spans the globe, we’re bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.
Principal is an Equal Opportunity Employer
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.
Relationship Manager (Retirement Solutions)
Posting WindowWe will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.Original Posting Date
Relationship Manager (Retirement Solutions)
“Top 10 Interview Questions”
- Can you tell us about yourself?
- What interests you about this position?
- What are your strengths?
- What are your weaknesses?
- Can you give an example of a time when you solved a problem creatively?
- How do you handle stress and pressure?
- How would you describe your work style?
- Can you tell us about a time when you had to work with a difficult
- colleague or supervisor?
- How do you stay organized and prioritize tasks?
- What are your long-term career goals?
Document Required:
- Required Documents for This Recruitment: The candidate should have this Document Before Apply Online. Candidates Are Suggested To Read
- the Official Notification Before Applying.
- Document – Qualifications certificate with mark sheets.
- Passport size Photographs
- Signature
How to apply:
- All the eligible candidates can apply for This Job as mentioned below
- Read the official notification carefully From the Official Website.
- Read the Notification Carefully Before Applying.
- Fill out The Application Form (The link Is Given Below)
- Attach the Required Document and Passport Size Photo with Signature.
- Then Submit. Done
Relationship Manager (Retirement Solutions)
