Retirement Sales Specialist

Responsibilities

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 you’ll do:

• Responsible for internal sales activities for the workplace retirement plan business at Principal.
• 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.

Qualifications

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.
• Possible travel 5-10%
•  

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

$46600 - $67000 / year

Additional Information

Location

We are open to hiring for this role in Des Moines, IA and Charlotte, NC.  This will be a hybrid role, in that, you will work in the office 2-3 days per week and at home a few days.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

Investment Code of Ethics

For Principal Global Investors positions, you’ll 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.

 

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Experience Principal

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

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.

 

#LI-BS1

Salary : $46,600 - $67,000