Strategic Operations & Finance Associate

Principal International; Northern (KY); Hybrid; USD 65,703,000 - 117,367,000; Full time

Job summary

Principal International is seeking a Business Operations Associate to support the operational framework of the business. You will work with home office staff, the field, and internal teammates to provide operational support and maintain open communication.

Key duties include managing agent profiles, supporting annuity desks, assisting with commissions and training, and helping develop workflows to improve efficiency. The role is office-based with potential for hybrid work.

Qualifications

• 4+ years of financial services, insurance or retirement experience required.
• FINRA NRFO registration.
• Possess good analytical, leadership, problem-solving, decision-making, negotiation and planning skills.
• Must be a team player, demonstrate effective organizational, interpersonal, and strong communication skills (verbal and written).
• Must be results driven and detail oriented with the ability to manage change in a dynamic environment.
• Good computer skills, including knowledge of Microsoft applications.
• Able to see the ‘big picture' and eager to learn and take on new responsibilities and projects.

Responsibilities

• Independently perform support functions related to non-proprietary business activity, including managing agent profiles in internal database, fixed annuity desk, variable agent appointments, and broker of record changes.
• Provide support to the variable/fixed indexed annuity desk. This may include backup support to the variable/fixed indexed annuity desk, application uploads/downloads, and carrier confirmation calls, documenting internal systems with approvals, and transmitting documents to carriers.
• Perform support functions for varied business processes, such as basic commission inquiry assistance, succession planning support for home office and FPs, PPN Newsblast, and process expenses.
• Build and maintain key relationships with financial professionals by assisting with training on subjects to include basic reporting functions and website functionality.
• Participate in or lead team projects, including development and implementation of administrative procedures, creating workflow processes, as well as offering ideas and suggestions to improve processes or gain efficiencies.
• Perform other job-related duties as required.

Skills

Analytical skills

Leadership

Problem-solving

Decision-making

Negotiation

Planning

Communication

Team player

Attention to detail

Tools

Microsoft Office

Job description

Principal International is seeking a Business Operations Associate to support the operational framework of the business. You will work with home office staff, the field, and internal teammates to provide operational support and maintain open communication.

Key duties include managing agent profiles, supporting annuity desks, assisting with commissions and training, and helping develop workflows to improve efficiency. The role is office-based with potential for hybrid work.