Principal is a great company to work for. I worked under a very successful FA.... Highly knowledgeable and considerate people. A lot of energy. A lot of opportunity to grow in a fast paced commission based environment. Company is growing and has a great reputation for its integrity.
Administrative Assistant/Processor (Former Employee) – Grand Island, NE – August 19, 2017
In the administration department I was responsible for transcription for the staff and maintained the mail circulation of all incoming and outgoing ,ail for the office. As a Processor, I was responsible for processing Policy changes for the Group Policies. Was very stressful most of the time.
This was a good place to start my corporate type job experience
Client Transaction Technician (Former Employee) – Spokane, WA – August 12, 2017
Coming from educational type of employment this was my first taste of corporate work. We were in what you could call a cubical farm, you only saw the walls around you and the tops of your co-workers heads.
Accounts Specialist (Former Employee) – Salt Lake City, UT – August 8, 2017
My typical day consisted of incoming calls from employees of companies that we provided medical and/or dental insurance for. Reviewed claims for medical necessity vs cosmetic. Also had a daily routine of following up on claims that needed additional information for processing. Authorized to pay $20.000 in claims at the time I left.
Financial Representative (Current Employee) – Lansing, MI – June 6, 2017
You will be doing a ton of cold calling and networking events. Currently there is minimal support, help and direction for new advisors from Senior Advisors and management. You will need to make sure you have plenty of funds in a savings account to help pay your bills for the first few years while you build your practice.
Financial Advisor (Former Employee) – Elk Grove, CA – May 18, 2017
Tough to get started at this industry, this job is not for the timid or lazy. this job will make or break you in 6 months or less. no mistaking this is a good company, I still have some business with them it just did not work for me.
Awesome athmosphere, management super effective and opened to listen the employees.
Financial Advisor (Current Employee) – Downers Grove, IL – April 25, 2017
I learned a lot with my managers, who provide the training needed to do this job. One of the aspects about this job that I appreciate is the fact that it is not mandatory that we are at the office everyday.
Claims Examiner (Former Employee) – San Antonio, TX – April 21, 2017
Processed medical and dental claims of varying dollar amounts. Responded to telephone inquiries from individuals, hospitals and doctors regarding specific claims. This position also required that I maintain excellent production and quality statistics. Processed written requests, and claim corrections.
Case Coordinator (Current Employee) – Des Moines, IA – April 21, 2017
Principal itself is a good company. Especially if you are a manager. The management especially mid level does nothing to contribute to the success of the company. They are extremely disconnected and rarely even work at all. They run teams with the extremely minimal employees and expect everyone to work 50+ hours per week year round. They treat employees like garbage and that they can easily replace the employee with someone else. They limit the PTO time you can use and when you use it they become upset. Overall, the pay is average and benefits are okay. I think it would be a much better place to work if senior management would be more involved and stop promoting terrible middle management.