Responsibilities
We have an exciting opportunity to join Principal! We're looking for a person to join our WSRS Pricing team! You'll collaborate with the Sales and Service groups to assemble driven fee proposals sought at retaining retirement plan business up to $200M in assets. You'll offer analysis and insights on the product & investment package to position our fee quote against competitors.
Job Responsibilities
- Prepare fee quotes, incorporating the core elements of our Total Retirement Suite, for designated sales and service team areas or individuals.
- Evaluate a prospect/client's current investment lineup and offer solutions to support our asset management strategy.
- Assess the competitiveness of our fee quote and service package to collaborate with field partners and leaders.
- Perform other job-related duties and special projects as required.
Skills That Will Help You Stand Out
- Experience with Excel and Salesforce.
- Time management.
- Ability to multi-task.
- Strong interpersonal skills.
- Consistent record to coach, mentor, and train less guide employees and internal customers with minimal assistance.
Qualifications
- Bachelor's degree or equivalent experience required.
- 4+ years of financial retirement plan experience in operations, customer care, administrative, or similar roles.
- Knowledge of retirement plan and products, including investments, plan build, and services, laws & regulations, industry standards, and the competitive environment.
- Provide timely, courteous, and excellent service to all customers, operate in an ethical manner.
Additional Information
Shift Timings: 5.30PM - 2.30PM IST
