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Retirement Sales Specialist

4 months ago

Des Moines, United States Principal Financial Group Full time

What You'll Do:

Come join the Advisor support team as a Retirement Sales Specialist In this role you'll work in partnership with the sales team including Internal Wholesalers, and Field Sales Reps to generate and manage pipeline, close sales, and develop mutually profitable advisor and third-party administrator relationships

Here are a few examples of things youll do:

  • Responsible for internal sales activities for Full-Service Accumulation.
  • Educate and consult with advisors and third-party administrators on successful methods of prospecting, marketing, and selling retirement plans.
  • Develop excellent relationships with advisors and third-party administrators.
  • Evaluate and price prospective business to ensure profitability and suitability to client needs.
  • Prepare advisors to deliver sales presentations to prospective clients.

Principal Financial Group has been once again named on of the World's Most Ethical Companies by Ethisphere. The company's inclusion in the 2024 list makes the 13th time Principal has been recognized for its ethical leadership and business practices.

Who You Are:

Skills Required:

    • Bachelor's degree or 8 years of equivalent experience
    • 2+ years of relevant job experience.
    • Knowledge of retirement plans designs and regulations, retail, and institutional investment products, etc is preferred.
    • Previous experience working in a sales capacity is highly desired
    • Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63) within 5 months of employment.
    • Resident Life and Health appointment must be attained within 4 months of employment.

Successful candidates will have the following:

    • Outstanding oral and written communication, training, and presentation skills
    • Strong problem solving, analytical and mathematical calculation skills
    • Self-starter - Work independently with little direction
    • Excellent Teammate


Salary Range Information:
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salary Range:
$20.84 - $39.81 / hour

Time Off Program:
Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.

Pension Eligible:
Yes

Additional Information:
Location

This role offers in-office and hybrid (blending at least three office days in a typical workweek), work arrangements. You'll work with your leader to determine which option may align best based on several factors. Management reserves the right to adjust the days required in office. This role requires you to live in Des Moines, IA, Charlotte, NC, Denver, CO or the Bethesda, MD areas.

Work Authorization/Sponsorship

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics

For Principal Asset Management positions, youll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

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

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Posting Window:
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.

Date First Posted (TTF):
6/6/2024

Latest Post Date: Careers - US:
6/6/2024