Director of Sales - Retirement Solutions (S.Jersey, Hudson Valley)
About The Position
Get ready to take your career to the next level. The Principal Financial Group is seeking a Director of Sales - Retirement Solutions to join our team. Your skills valuable, make a wise choice and invest them with a top tier provider! As you partner with local intermediaries throughout S. Jersey and the Hudson Valley you will use your skills to position our products as the ultimate solution for the client. Here are some of the examples of the things you'll do: 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. Build and establish relationships with financial advisors and third party administrators. Collaborate with the relationship management team to pursue additional sales opportunities. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! Apply today! Heavy incentive component in addition to salary listed.
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.
- Build and establish relationships with financial advisors and third party administrators.
- Collaborate with the relationship management team to pursue additional sales opportunities.
Benefits
- Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
- Pension Eligible
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What This Job Offers
Job Type
Full-time
Career Level
Director
Number of Employees
5,001-10,000 employees
