Job Area: Sales
Business Area: Individual Distribution
Location: TX - Fort Worth
Career Category: Experienced Professional
Full/Part Time: Full-Time
Date Posted: 2019-05-16
What you'll do
As an Administrative Coordinator, you are responsible for the consultation and management of all aspects of new business case design and submission for any new product sold to a customer. You will provide case design expertise and consultation to build, refine and package client financial plans. Partner closely with advisors and home office partners to ensure cases are submitted accurately, so they can be processed on time, in alignment with product area processes.
What you'll get from us
Competitive pay, benefits, perks and more. We'll reward you for the skills and experience you bring to the table. Find out more.
Respect for your unique perspective. Diversity, inclusion and empowerment are at the core of our culture.
A career, not just a job. Principal is a place where you can learn and innovate.
Do important work. Make an impact. And achieve your professional goals.
The ability to have a great job and a great life. Sure, work is important.
But so is your family. And your friends. And your community. That's why we provide the flexibility you need to find the right balance between your job and the rest of your life.
Bachelor's degree or equivalent plus 2+ years of related work experience required.
Strong customer service, organizational and critical thinking skills required.
Must have a strong sense of urgency and responsiveness to customer needs as well as communication and relationship building skills.
Bilingual (English/Spanish) strongly preferred.
FINRA Series 7 and IAR registration with Principal Securities, Inc.'s broker dealer preferred.
How we hire
Once you apply, your application is hand reviewed by our talent team. Generally within a few weeks, the team makes interview selection decisions and communicates those via email.
If selected, you'll receive an email from Principal Talent Team to complete a pre-recorded interview on your own time. Be sure to check your email frequently and follow the steps shared to submit timely.
Learn more about our hiring steps and find answers to frequently asked questions.
At this time, we're not able to consider candidates who would need sponsorship now or in the future or those needing work authorization for this role. (This includes students on F1-OPT, F1-CPT, J-1, etc.) However, we'd hope you continue to keep us in mind for other potential opportunities in the future.
Principal is an Affirmative Action and Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.
Who we are
We help people create the kinds of lives they dream aboutempowered by financial security and stability. We started in 1879 (yes, 1879) as an insurance company. Today, we're a member of the FORTUNE 500 and a global investment management leader.
So that's what we do. As far as who we are, well, we believe that how we do things is just as important as what we do.
Doing what's right has been a part of who we are for more than 140 years. We focus on taking care of not only our employees, customers and advisors, but also the people who live in the communities where we do business.
Learn more about our values in the workplace.
Principal Financial Group