Intern, Agency Services

At Principal, we invest in what matters. And building talented teams is where it all begins. We're drawn to people who bring unique perspectives, passion, and expertise to help us advance the financial security and well-being of our customers, transform our growing business, and drive positive change in the communities where we live and work.

When we invest in you, and you invest in us, great things happen.

We are looking for an intern to join our Operations, Agency Services team to assist with day-to-day procedural activities within the department.

What You'll Do

• Data entry for FiMM applications (new, re-sit, re-registration).
• Assist in managing FiMM exam registration and seat availability.
• Prepare candidate lists and exam results.
• Help update monthly and ad-hoc reports.
• Organize and maintain agency contracts and personnel files.
• Assist with processing appointment letters and stamping agreements.
• Compile and file Statutory Declaration renewal forms.
• Support compliance checks (e.g., compliance matrix self-testing).
• Help generate overdue payment reports and send reminders.
• Assist with commission processing and adjustments.
• Work with Finance (payment matters), Branch Ops (registration), and IT (system support).

Who You Are

• You are pursuing or have completed a Bachelor's or Master's degree in Business Administration, or equivalent.
• Working knowledge in Microsoft Office tools such as Words, Excel, Powerpoint, and collaboration tools such as MS Teams
• Initiative, result-oriented and committed to ensure delivery of quality work.
• Able to display problem-solving skills in a dynamic and fast-paced environment
• Meticulous with high attention to detail
• Students in their final year with the ability to intern for at least 6 months are preferred.

Who We Are

Principal Financial Group is a Fortune 500 global leader in financial services focused on insurance, retirement, and asset management. We have 18,000 employees and 51 million customers around the world with over $714B in assets under management.