2 Financial Counselor I (Paygrade 18) Jobs in Des Moines, IA
ICONMA, LLC. is Hiring a Financial Counselor I (Paygrade 18) Near Des Moines, IA
Duration: Fulltime
Job DescriptionWe’re looking for a Financial Counselor I to join our Retirement and Income Solutions Principal Connection team. In this role, you’ll serve as our primary customer service contact, providing a high level of value and service while developing effective working relationships across our organization.
Provide benefit event education to former participants, those in the Personal Retirement Account or those approaching a benefit event. This will include the retention of assets and offering additional product solutions to our customers.
Educate and assist existing and perspective customers who are interested in engaging with Principal for their individual investment and risk-based needs. This may include facilitation of any requested transaction or introduce them, when appropriate to another team.
Assist in uncovering current or potential retail customer needs
Perform other job-related duties and projects as they arise.
This role will offer you the opportunity to work closely with clkient’s customers, solving problems, resolving issues, and helping to build their financial confidence.
QualificationsBachelor's degree or equivalent plus 2 years’ experience, preferably in the financial services industry.
SIE, Series 6 or 7 and Series 63 & 65 or Series 66. Additional licensing may be required upon starting.
Successfully being approved as a registered representative by all 50 States and Washington DC.
Excellent verbal and written communication skills and the ability to establish trust and rapport easily with customers over the phone.
Proficiency with computer desktop technology and digital communication mediums.
Detailed knowledge and expertise involving retail investments products as well as employer sponsored retirement plans.
Hard-working and able to make decisions that are in the best interest of our customers. This includes possessing a heartfelt passion to hold and maintain relationships with customers and members of their household.
Ability to work independently, be a self-starter, and demonstrate confidence in decisions.
Drive to constantly improve the customer experience working in a collaborative team-based culture.
Strong efficiency with time management and organizational skills.
As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Job Summary
Full Time
Business Services
$51k-63k (estimate)
06/10/2024
07/08/2024
iconma.com
TROY, MI
1,000 - 3,000
2000
Private
CLAUDINE S GEORGE
$50M - $200M
Business Services
Related Companies
About ICONMA, LLC.
ICONMA provides human resource and staffing services.
The job skills required for Financial Counselor I (Paygrade 18) include Customer Service, Written Communication, Problem Solving, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Counselor I (Paygrade 18). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Counselor I (Paygrade 18). Select any job title you are interested in and start to search job requirements.
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Career tips from people on Financial Counselor jobs
Become a certified and licensed financial planner.
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