As a Retirement Specialist II in our Participant Contact Center, you’ll educate and assist 401K participants by answering inbound phone inquiries about their retirement accounts and help them take action to prepare for retirement. In this fast paced, high energy environment, helping people is not only rewarding, but our number one priority!
Here are few examples of the kinds of things you’ll do:
- Provide quality customer service and be available for calls.
- Include accurate and timely documentation/processing of work resulting from the call.
- Build foundational financial knowledge.
- Secure your FINRA Series securities license – We provide you the materials, time to study and cover the cost of the training program for this license.
This position is also a great way to advance your career. As a growing company with over 14,000 employees around the world, Principal offers a lot of ways for you to learn more, earn more and achieve more. Here’s just a few paths others have taken, and you could consider:
- Fraud Investigation
- Quality assurance
- Learning and Development
- Management roles