Sales Employee Profile
Name: Wayne
Business Area: Retirements and Investor Services
Degree: Finance and Marketing
Years at The Principal: 5 years
Wayne's Story
The Principal is a family-oriented company that cares. Our leadership team wants employees to succeed. Within the day-to-day challenges of your work, you can continually prepare for the next step in your career. That’s been my experience.
Five years ago, I came to The Principal as a benefits planning counselor where I helped customers understand their financial outlook and make recommendation to fill the gaps. Later, I moved into the role of a retirement resource consultant. I was one of a handful of people hired to pilot a new program for our Retire Secure services in the Denver area. We had success in rolling out the service in my region and were able to adapt the model to execute the rollout in other markets too.
Today, I’m a manager over our Worksite Solutions. In this position, I lead 21 people in my region who provide education for plan participants in our group contracts. We’ve found that our clients appreciate our Retire Secure and Work Secure services because it makes financial planning easier for their employees.
I’ve had the opportunity to develop our Retire Secure program, see its success and continue to work on its development. As I’ve made recommendations for the program, leaders have been receptive and open to trying new approaches. The Principal really does care about the ideas and opinions of employees and customers. In my view, that sets the stage for success on all levels.
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