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 :

Measure Results :

Organization and Follow-up Activities :

Documentation and Reporting :

Perform other job related duties and special projects as needed.

Who You Are :

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.

Experience 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.