Business Growth Specialist

Business Growth Specialist

As a Business Growth Specialist, you will support bundled, holistic planning services to large 401k plan sponsors. Offering onboarding, enrollment, financial planning outreach, separation, benefit and financial education to employees. The role of Business Growth Specialist is designed to provide outreach to eligible individuals and schedule consultation appointments on behalf of the PEPS (Participant Planning and Education Services) team, manage ongoing relationships, and organize participation records that drive strong tracking and analysis capabilities.

Consulting Responsibilities : Maintain a high level of awareness for business processes. Provide expert guidance during initial consultations. Assess client needs and recommend appropriate solutions. Stay current with product knowledge and industry trends. Build and maintain professional relationships. Serve as a resource for complex inquiries.

Phoning and Appointment Setting : Conduct professional phone consultations with clients and prospects. Schedule and manage appointments efficiently using scheduling systems. Develop and maintain strong relationships through effective communication. Provide initial consultation and needs assessment during calls. Follow established protocols for call quality and compliance.

Measure Results : Call Tracking and Analysis : Track all calls and interactions in applicable tracking systems. Analyze call patterns and outcomes to improve efficiency. Monitor and report on key performance metrics. Identify trends and areas for improvement. Maintain detailed records of all communication attempts.

Organization and Follow-up Activities : Manage and prioritize daily call schedules. Conduct timely follow-up communications. Maintain organized client records and contact information. Coordinate with team members on shared responsibilities. Develop and maintain efficient workflow processes.

Documentation and Reporting : Prepare detailed call summaries and interaction reports. Document all client interactions in CRM system. Generate regular performance and activity reports. Maintain accurate and compliant records. Create and update standard operating procedures.

Perform other job related duties and special projects as needed.

Who You Are : Bachelor's degree or 4+ years related experience required with at least two years of experience with financial products (preferred), such as life insurance, disability insurance, annuities, mutual funds, or 401(k) plans. Salesforce experience is highly preferred. Strong communication and listening skills. Demonstrates ability to build solid, trusting relationships. Must be able to balance working independently and partnering with differing stakeholders. Demonstrates expertise and professionalism in all interactions, both internal and external.

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) $67500 - $121200 / year.

Time Off 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. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.

Pension Eligible : Yes

Work Environment : This role offers a fully onsite work arrangement.

Location : We are looking for someone that can work in either our local Des Moines, IA office location or one of our PFN Field Offices (Sioux Falls, SD; Omaha, NE; Minnetonka or Lake Elmo, MN; or Downers Grove, IL).

Work Authorization / Sponsorship : At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

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 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.