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Principal Financial Group

Offers retirement planning, life insurance, investments

Asesor Prime AFP

Wealth Management & Financial AdvisoryPosted on Nov 5
Full-timeSantiago, Santiago Metropolitan Region, ChileNo salary listed

About the Job

Requirements

  • At least two years of technical studies in Administration, Finance, or Commercial fields.
  • Código SP is required.
  • Basic accounting knowledge is required.
  • Intermediate knowledge of taxation, investment management, current economic affairs, and sales techniques is required.
  • Ability and interest to provide personalized investment advice are required.

Responsibilities

  • Acquire, maintain, and advise new clients in the field.
  • Maintain the existing client portfolio.
  • Keep pension-related knowledge current through internal and external training provided by the company.
  • Provide all client acquisition documents and supporting information to the affiliate and the designated supervisor or staff member.

About the Company

Principal Financial Group

Offers retirement planning, life insurance, investments

Principal Financial Group provides a wide range of financial services, including retirement plans, life insurance, and investment opportunities for individuals, businesses, and institutional investors. Its products work by collecting premiums or fees and managing investments to help clients save for retirement, protect loved ones, and grow wealth over the long term. The company differentiates itself through its breadth of offerings, customized financial solutions, and flexible retirement and investment options designed to fit different needs. Its goal is to give clients financial stability and growth potential by offering planning tools, insurance protection, and investment opportunities across various markets.

Company size
10,001+
Company stage
IPO
Headquarters
Des Moines, IA
Founded
1879

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