Principal Financial Group Account Executive - #221840 in King of Prussia;WI, Pennsylvania

Job Area: Account ManagementBusiness Area: RIS DistributionLocation: PA - King of Prussia;WI - Appleton;GA - Atlanta;TN - Nashville;IL - Chicago;OH - Cleveland;OH - Columbus;IN - Indianapolis;WI - Milwaukee;OH - Cincinnati;NC - Charlotte;PA - Philadelphia;PA - Pittsburgh;NC - Raleigh;FL - Tampa;MA - Waltham;MA - Boston;KS - Overland Park;MD - Bethesda;IA - Des Moines;MI - Detroit;MI - Grand Rapids;NY - Buffalo;VA - Richmond;SC - CharlestonCareer Category: Experienced ProfessionalFull/Part Time: Full-TimeRegular/Temporary: RegularDate Posted: 2018-05-17

It’s not what we do. It’s who we are.

At Principal, every role supports a greater purpose – to help people live their best lives. And after more than 130 years, we have never had a more vibrant and dynamic team united in our purpose. Through community involvement, innovative financial solutions and dedication to career development, we make a difference in millions of lives every day, including our employees’.

And, if you have 2 minutes, you'll want to watch this video about our company:


Are you looking for a new challenge?

Principal is currently seeking an Account Executive to service our clients located on the East Coast.

As an Account Executive, you will conduct retirement plan reviews via telephone for financial advisors and plan sponsors located throughout the eastern United States. Leveraging your retirement plan knowledge, effective communication and consultative skills, your goal will be to retain business while achieving positive plan outcomes for plan sponsors and their employees.

What's in it for you?

The ability to work with a BEST IN CLASS organization that has the known reputation for providing quality service to their clients.

The opportunity to collaborate with financial advisors and plan sponsors.

The ability to make a difference in the retirement readiness for employees.


Skills Required:

  • Bachelor's degree or 8 years of equivalent experience required

  • 2+ years work related experience within the retirement plan industry which would include the following type of experience: retirement plan client relationship management, retirement plan participant education experience, or related corporate retirement plan experience

  • Must become registered with Principal Securities.

  • Minimal travel required <5% (Primarily for training and National Conferences).

Licenses Required:

  • Active FINRA Series 6, Series 63, Series 65, and Life and Health licensing. If you do not have active licensing, Series 6 and 63 and Life/Health, all must be obtained within 4 months of employment. You will have 6 months to complete the Series 65.

Successful Candidates will have the following:

  • Experience in Corporate Plan Recordkeeping, Administration, Client Services, and Compliance experience preferred

  • Experience working with financial professionals, consultants, and clients at the Plan level

  • Excellent verbal and written communication skills required.

  • Ability to understand and explain technical information to a variety of audiences.

  • Excellent interpersonal, negotiation, decision-making and multitasking skills are required.

  • Basic computer skills required.

  • Must be self-motivated, flexible and be able to use independent judgment.

  • Strong work ethic demonstrated by ability to meet and exceed established goals, and to execute routinely.

Visa Sponsorship

This position is not eligible for sponsorship for work authorization by Principal. Therefore, if you will require sponsorship for work authorization now or in the future, we cannot consider your application at this time.


Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.

Interview Details

What’s next? Innovation at its finest. We’ll review your application and if you’re selected for an interview, you’ll receive an invite for an On-Demand Video interview. Haven’t done that before, don’t worry. We’ve got all the tips and tricks available to help you be successful. With an On-Demand Video Interview, you can add your own flair and personality – at your pace. Be sure to check your email frequently. We’ll communicate our decisions through the email address used on your online profile. If you receive an email from Principal Talent Team, you’ve been selected to begin your video interview and have a set time to submit once you log in.