New Business Consultant
Compensation
$30-$40/hr
Employment type
Full-time
Work setting
On-site
Location
Melville, NY
Schedule
Day shift
Posted
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Job overview
The New Business Consultant is an onsite role based in Melville, NY, with an hourly rate of $30.58 - $40.96. This position supports the regional sales office at Principal Financial Group. The role exists to build partnerships with financial professionals and manage the onboarding of new client accounts. The consultant will serve as a point of contact between professionals, product partners, and custodians to ensure accurate account processing.
What you'll do
- Provide training on new business protocols
- assist in onboarding new clients
- manage account openings and asset movement
- utilize Salesforce CRM
- communicate account statuses
- perform routine account maintenance.
What we're looking for
- Skills & competencies
- full-timeday shiftmelville nyprincipal financial groupbusiness consultantfinancesales supportonboardingcrmclient service$30-$40/hr
- Work arrangement
- Weekend coverage required
Benefits & perks
- Pension eligible, 401k with match, comprehensive insurance options, tuition reimbursement.
Why this role
Requires 2+ years of experience in life insurance/broker-dealer or RIA operations.
About the employer
Principal Financial Group is hiring for this role. Industry: Administrative Management and General Management Consulting Services. Sector: 54.
Additional details
- Industry sector
- 54
- Industry
- Administrative Management and General Management Consulting Services
- Occupation code
- 13-1111.00
You'll be redirected to the employer's application page.
Listing ID: 1536f590-4abb-4038-bbef-34c0f18ed8a9