Retirement Specialist II

Posted: 03/13/2020

What you'll do:

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 16,000 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

What you'll get from us:

  • Competitive pay, benefits, perks and more. We’ll reward you for the skills and experience you have. Find out more.
  • Respect for your unique perspective. Diversity, inclusion and empowerment are at the core of our culture.
  • A career, not just a job. Principal is a place where you can learn and innovate. Do important work. Make an impact. And achieve your professional goals.
  • The ability to have a great job and a great life. Sure, work is important. But so is your family. And your friends. And your community. That’s why we provide the flexibility needed to find the right balance between your job and the rest of your life.


  • Associates degree or equivalent customer service experience required.
  • Bachelor’s degree preferred.
  • Investment Company and Variable Contracts Representative registration may be required.
  • Strong communication skills and the ability to maintain strict confidentiality guidelines.
  • Ambitious individuals who can work well in a team environment and are rewarded by helping others.
  • Basic computer skills with ability to efficiently navigate within numerous software and web applications; multitasking and attention to detail are key to being efficient.
  • Ability to acquire strong knowledge of business unit products, processes and systems.

Work Hours:

To be available to our clients, the hours for this role aren’t always traditional business hours. Our department is staffed to help callers Monday through Friday from 6:55 am - 9:10pm. If you’re interested in this role, you’ll need to be flexible and available for shifts during these hours to meet customer needs. But the good thing, there’s additional pay for shifts ending at 6:00pm or later and you’re compensated for the entire shift, not just those few hours.

How we hire:

Once you apply, your application is 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.

Additional Information:

Work Authorization/Sponsorship

At this time, we're not able to consider candidates needing sponsorship now or in the future or those needing work authorization for this role.  (This includes students on F1-OPT, F1-CPT, J-1, etc.) However, we’d hope you continue to keep us in mind for future opportunities. 

Principal is an Affirmative Action and Equal Opportunity Employer 

All qualified applicants will receive consideration for employment without regard to of 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.

Need assistance? Applicants requiring a reasonable accommodation due to a disability at any stage of the employment application process should contact Human Resources at (515) 247.MYHR (6947) or at 1.866.524.MYHR (6947).

Investment Code of Ethics

For positions with Principal Global Investors, you will be required to follow a Code of Ethics which covers a number of obligations 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.

Who we are:

We help people build the kinds of lives they dream about—empowered by financial security and stability. We started in 1879 (yes, 1879) as an insurance company. Today, we’re a member of the FORTUNE 500® and a global investment management leader.

So that’s what we do. As far as who we are, well, we believe that how we do things is just as important as what we do.

Doing what’s right has been a part of who we are for more than 140 years. We focus on taking care of not only our employees, customers and advisors, but also the people who live in the communities where we do business.

Type of Employment: Full-Time