Sr. Underwriting Consultant

What You'll Do

We’re looking for a Sr. Underwriting Consultant to join our Workplace Savings and Retirement Solutions Business Acceptance team. In this role, you'll partner with the Sales and Service teams to strategically evaluate retirement plan proposals, ensuring the delivery of highly competitive and compelling solutions tailored to attract new business and retain key clients, with a primary focus on the large market segment!

 

• Lead cross-functional collaboration with senior partners to critically review retirement plan documents, assessing viability and risk, and making high-level decisions on the approval or rejection of proposals in accordance with comprehensive analysis and strategic guidelines.
• Cultivate and strengthen strategic relationships with key business partners, serving as a liaison to ensure alignment and adherence to the company's product and service rules of engagement.
• Identify emerging market trends and oversee the development and implementation of enhanced processes through leadership in Offer Governance Committee reviews and Product Validation meetings.

 

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

• 8 years of related experience demonstrated through one or a combination of the following: work experience, training, military experience, or education.
• Bachelor’s degree preferred.
• Proven strategic, analytical, decision making, critical thinking, communication, organizational, prioritization, and written and verbal communication skills.
• Advanced knowledge of retirement aspects, including plan design, plan types/ various pillars, products and services, investments, and the competitive environment.
• Must be a self-started who can work independently and as part of a team with people at all job levels.
• Independently provider coaching, mentoring, and training to less experienced employees and internal customers.
• Promote and lead team development through shared knowledge and information with the team members in working to resolve unusual and difficult situations.
• Provide technical assistance to other roles on procedures and task related problems.

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)

$95200 - $182400 / 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
Additional Information

Work Environments

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). You’ll work with your leader to figure out which option may align best based on several factors.

Work Authorization/Sponsorship

At this time, we're not considering applicants 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 Asset Management 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.

Posting Window

We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date

10/14/2024
Most Recently Posted Date

10/14/2024

LinkedIn Remote Hashtag

#LI-Remote

LinkedIn Hashtag

#LI-LT1

Salary : $95,200 - $182,400