New Business Consultant - Addison, TX

New Business Consultant

The New Business Consultant is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately onboarding new client accounts, managing account openings and asset movement requests with broker-dealer, and serving as a point of contact between financial professionals, product partners, and custodians. Here are a few examples of the kinds of things you'll do :

• Provide training to financial professionals for new business protocols and technology fundamentals.
• Assist in the onboarding of new clients by accurately preparing and processing insurance, annuity, and investment account applications.
• Manage account openings and asset movement requests with broker dealer.
• Utilize industry technology, such as Salesforce CRM and proprietary product platforms to create, track, manage, and complete tasks related to new business operations.
• Implement and manage systems to track multiple time sensitive deadlines and maintain electronic client files.
• Communicate new account statuses, resolve client service issues, and support financial professional-client relationships through regular follow-ups.
• Assist with routine account or policy maintenance items for both new and existing clients and serve as a point of contact between the financial professional, product partners, and custodians.
• Perform other job-related duties or projects as needed, which may include administrative tasks such as greeting guests, managing mail, answering phones, ordering supplies, and facilities management.
• Adhere to all legal and regulatory requirements while performing work activities and follow high standards of business ethics in all client interactions and transactions.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. 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!

Who You Are

Bachelors degree or equivalent in finance, business administration, or a related field preferred. 2+ years of related work experience in life insurance / broker-dealer or RIA operations : client service, account opening, account management, or operations. Proficiency in Microsoft Office Suite and familiarity with industry-specific software and CRM systems. Ability to quickly learn new web-based programs. Understanding of basic financial terms, products, services, regulations, and compliance standards. Strong customer service, organization, critical thinking, and ability to learn new skills required. Experience with Salesforce and / or other CRM platforms is highly preferred. A keen sense of urgency and responsiveness to customer needs as well as communication and relationship building skills. Ability to prioritize assignments, adapt to changing priorities and perform under pressure. Familiarity with FINRA regulations preferred.

Salary Range Information

Salary 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) $24.52 - $33.17 / hour Time Off Program Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness. Pension Eligible Yes.

Location This role will be based on-site in our Addison, TX business center. 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 For Principal Global Investors 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.

Principal 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. And 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. 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.