Provides support for individual life/disability insurance funded plans throughout presale and ongoing management on a designated block of business. Prepares plan review materials, assists internal collaborators with product and plan development knowledge, and reviews service transactions for compliance with contractual terms and concepts. Conducts research on moderately complex issues and raises higher risk items as needed. Maintains accurate plan records and contributes to efficient case management, documentation quality, and consistent customer experience. Collaborates with senior staff on more comprehensive plan reviews, calculations, and related tasks.

• Serves as a resource for internal teams on product mechanics, riders, plan structure, and general service considerations. Provides mentorship on routine and moderately complex questions; raises issues requiring specialized expertise. Participates in select external customer discussions when needed.
• Prepares standard plan review materials, including build summaries, alignment checks, and policy performance updates. Provides required routine reporting (e.g., Economic Benefit Reporting, Summary Annual Reports). Produces standard inforce illustrations and supports pre-sale and post-sale consultation activities.
• Reviews service transactions to ensure they align with plan structure and parameters. Identifies discrepancies and brings up higher risk or unclear cases according to protocols. Researches contract language, tax references, or regulatory requirements for moderately complex questions with support from senior staff. Completes Business Valuation Increase Rider and Salary Increase Rider procedures.
• Maintains accurate and up-to-date plan records using approved systems. Prepares documentation, memos, and summaries supporting plan and policy oversight. Tracks asset distributions and confirm accurate recordkeeping.
• Participates in training and knowledge-sharing activities. Supports system improvements, product initiatives, or audits as a functional representative. Contributes to special projects under the direction of senior staff or leadership.

• 4+ years of experience in individual insurance, executive benefits, case management or client services or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Solid working knowledge of individual insurance products, riders, and plan design concepts.
• Familiarity with planning concepts (Key Person, Bonus, Split Dollar, Deferred Compensation).
• Ability to research and interpret issues using established guidelines and resources.
• Strong organization, documentation, and recordkeeping skills.
• Demonstrated ability to manage multiple cases with accuracy and attention to detail.

These are examples of salaries across different geographic locations, please note these are just examples but we are hiring Nation-wide.

• Dubuque, IA / Wichita, KS / Grand Island, NE - $69,300 - $94,500
• Des Moines, IA / Louisville, KY / Green Bay, WI - $73,150 - $99,750
• St. Louis, MO / Pittsburgh, PA / Charlotte, NC - $77,000 - $105,000
• Denver, CO / Houston, TX / Chicago, IL / Minneapolis-St. Paul, MN - $84,700 - $115,500
• Seattle, WA / Los Angeles, CA / New York City, NY - $92,400 - $126,000

This role offers in-office, hybrid, and remote work options. Hybrid means at least three office days per week. Remote work is available only if you live more than 30 miles from Des Moines, IA, Charlotte, NC, or Raleigh, NC. You will work with your leader to decide which option fits best.

At this time, we are not considering applicants who require any type of immigration sponsorship to work in the United States. This includes current or future needs for additional or permanent work authorization. Examples include F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, and similar statuses. For more information about work authorization, please refer to the following links.

Investment Ethics Guidelines

In Principal Asset Management positions, you are required to observe an Investment Code of Ethics concerning personal, business conduct, and trading actions involving you and your household. Similar standards may be relevant for other jobs across the organization.

At Principal, we value connecting on both a personal and professional level. Together, were imagining a more purpose-led future for financial services  and that starts with you. Our success depends on the outstanding 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.

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