Business Operations Associate PPN

As a Business Operations Associate, you’ll be responsible for various functions that support the operational framework of the business. You’ll work closely with internal teammates, home office staff and the field, providing operational support and open communication.

Here are a few examples of the kinds of things you’ll do:

• 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.

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!

• 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.

• Dubuque, IA / Grand Island, NE / Waterloo, IA / Mason City, IA: $22.93/hr - $30.72/hr
• Des Moines, IA / Cedar Rapids, IA / Waco, TX: $24.21/hr - $32.43/hr
• Phoenix, AZ / Charlotte, NC / Raleigh, NC / Dallas, TX / Spokane, WA / Atlanta, GA: $25.48/hr - $34.13/hr
• Chicago, IL / Houston, TX / Minneapolis-St. Paul, MN / Philadelphia, PA: $28.03/hr - $37.55/hr
• Los Angeles, CA / New York City, NY: $30.58/hr - $40.96/hr

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 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. 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 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

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

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.

LinkedIn Remote Hashtag