Advanced Solutions Analyst

Responsibilities

Join Principal as an Advanced Solutions Analyst on the Business and Advanced Solutions Team. You will work in a fast paced, innovative, and collaborative environment to support life insurance products in concepts to meet business owner and key employee needs. The selected candidate will build and leverage relationships with external financial professionals and internal partners to prepare accurate and timely analysis.This position is an excellent opportunity to join a high performing team that is passionate about providing solutions that work for our customers.

 

Your primary responsibilities will be:

• Use product and concept expertise to create illustrations and financial models for the successful marketing and sale of business unit products on business, estate, and personal financial planning cases for business owners and key employees.
• Provide presale consulting support and illustrations on cases for experienced producers.
• Provide input on the creation and development of processes and illustration capabilities. Analyze illustration capabilities for concepts; identify and prioritize problems and areas for improvement.
• Establish, follow and understand the Salesforce process for tracking requests for proposals from creating the proposal and financial model through the administration of the plan.
• Perform other job related duties and special projects as required.

Qualifications

Minimum Qualifications:

• Bachelor's degree or background in Math, Finance, Accounting or Actuarial Science. 
• 4 years' experience performing financial modeling required.

 

A successful candidate will have:

• Ability to assess and manage complex circumstances, cultivate and implement innovations, drive results and optimize work processes in collaboration with stakeholders and through continuous self-development.
• Excellent organizational, analytical/problem solving, presentation, and verbal and written communication skills.
• Must possess advanced Excel (pivot tables, VLOOKUP's and data manipulation), Word, and PDF document creation skills.
• Ability to maintain a high degree of confidentiality, accuracy and strict attention to detail.
• FINRA registration / licensing required.

 

Location: This position will be based out of Principal’s Des Moines IA Office but will allow for a hybrid (approximately 40% work from home) work arrangement.

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

$65600 - $113100 / year

Additional Information

How we hire

Once you apply, your application is hand reviewed by our talent team. Generally within a few weeks, the team makes interview selection decisions and communicates those via email.  If selected, you’ll receive an email from Principal Talent Team to complete a pre-recorded interview on your own time.  Be sure to check your email frequently and follow the steps shared to submit timely.

Learn more about our hiring steps and find answers to frequently asked questions.

 

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.

https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers and https://www.uscis.gov/green-card/green-card-eligibility/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.