Client Services Director jobs in Iowa

We're looking for a Director of Client Services in our Business Owner Solutions Consulting team! In this role you'll be responsible for the strategy development, implementation activity, and process improvement associated with products used in nonqualified benefit programs.

• Lead the proposal and implementation processes to create a smooth experience for advisors and customers who use Principal’s private placement variable universal life product and registered variable universal life product.  Serve as the liaison for advisors, customers, internal distribution, onboarding, product, and actuarial pricing teams.

• Lead the suitability process and approval of new opportunities based on compliance and SEC guidance.

• Respond promptly and accurately to inquiries related to the education, adjustment, and tax consequences of Corporate Owned Life Insurance (COLI). Conduct effective situation diagnosis and follow through to address issues and/or refer to appropriate parties for resolution.
• Articulate enhancements for our business markets servicing including both business protection and key-person retention concepts for our business customers. Participate in initiatives for customer retention and education.
• Identify training needs and condense sophisticated subject matter topics into relevant, understandable content to internal and external partners.
• Maintain and provide the highest level of expertise in matters of servicing insurance products.
• Participate in strategic planning and policy development for the area. Work with and through other departments to provide effective solutions and systems.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

• Bachelor’s degree or equivalent experience.
• 15 years related experience (deferred compensation and life insurance preferred).
• FINRA Series 6 and 26 (or equivalent) registration is required or must be obtained within 12 months of employment. Must meet firm standards for registration within applicable jurisdictions.
• Must possess strong written and verbal communication, organizational and time management skills.
• Leadership, analytical, collaborative skills, strong background in product development, market trends and the sales process are required.
• This position may be subject to SEC restrictions on personal political contributions.

Skills That Will Help You Stand Out

• Experience with life insurance systems mechanics and intricacies of the Internal Revenue Code sections, including 7702/7702A.

Work Environments

This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC). You’ll work with your leader to figure out which option may align best based on several factors.

Work Authorization/Sponsorship

At this time, we're not considering applicants 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.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Asset Management 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

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

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.

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