Director of Sales - Retirement Solutions

Principal Financial Group•Chicago, IL

6d•Onsite

About The Position

The Principal Financial Group is seeking a Director of Sales - Retirement Solutions to join their team. This role involves partnering with local intermediaries in downtown Chicago and the northern suburbs to position retirement products as the ultimate solution for clients. The position focuses on driving retirement plan sales by promoting defined contribution and defined benefit products for retirement plans in the 0-10M AUM space. It also involves building relationships with financial advisors and third-party administrators, and collaborating with the relationship management team for additional sales opportunities. The company emphasizes its purpose-led mission to make financial security accessible and has been a trusted leader for over 140 years.

Requirements

Bachelor's degree or an equivalent combination of education and professional work experience.
2+ years of retirement sales experience with deep knowledge on retirement products.
Strong work ethic and motivation to meet or exceed established goals.
Excellent consultation and presentation skills.
Strong understanding of portfolio construction, capital markets, and financial service products.
Licenses Required within 5 months of employment: Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63).
Resident Life and Health appointment must be attained.

Nice To Haves

Experience with non-qualified plans, defined benefit and ESOP’s a bonus!

Responsibilities

Drive retirement plan sales throughout the market by calling on advisors to promote the sale of defined contribution and defined benefit products targeted for retirement plans in the 0 - 10M AUM space.
Build and establish relationships with financial advisors and third party administrators.
Collaborate with the relationship management team to pursue additional sales opportunities.