Note: The job is a remote job and is open to candidates in USA. Principal Financial Group is a purpose-led financial services firm that builds financial tools to help customers achieve greater financial security. The Business Operations Associate provides operational support for annuity, agent, commission, succession planning, and other business processes while maintaining relationships with financial professionals and contributing to process improvement projects.
Responsibilities
- Independently perform support functions related to non-proprietary business activity, including managing agent profiles in internal database, fixed annuity desk, variable agent appointments, and broker of record changes
- Provide support to the variable/fixed indexed annuity desk. This may include backup support to the variable/fixed indexed annuity desk, application uploads/downloads, and carrier confirmation calls, documenting internal systems with approvals, and transmitting documents to carriers
- Perform support functions for varied business processes, such as basic commission inquiry assistance, succession planning support for home office and FPs, PPN Newsblast, and process expenses
- Build and maintain key relationships with financial professionals by assisting with training on subjects to include basic reporting functions and website functionality
- Participate in or lead team projects, including development and implementation of administrative procedures, creating workflow processes, as well as offering ideas and suggestions to improve processes or gain efficiencies
- Perform other job-related duties as required
Skills
- 4+ years of financial services, insurance or retirement experience required
- Will require FINRA NRFO registration
- Possess good analytical, leadership, problem-solving, decision-making, negotiation and planning skills
- Must be a team player, demonstrate effective organizational, interpersonal, and strong communication skills (verbal and written)
- Must be results driven and detail oriented with the ability to manage change in a dynamic environment
- Good computer skills, including knowledge of Microsoft applications
- Able to see the ‘big picture' and eager to learn and take on new responsibilities and projects
- This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC)
- 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
Benefits
- Non-sales positions have the opportunity to participate in a bonus program.
- Flexible 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.
- Pension eligible.
- In-office, hybrid, and remote work arrangements are available; remote work is only available if residing more than 30 miles from Des Moines, IA, or Charlotte, NC.
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