Internal Sales Specialist - Group Benefits (Walnut Creek, CA)

Principal Financial Group • Walnut Creek, CA

1d • $63,600 - $100,800 • Hybrid

About The Position

Are you ready to take on a dynamic role as an Internal Sales Specialist in Group Benefits? In this position, you will play a vital role in the pricing and positioning of new business proposals. Here is a glimpse of what you'll be responsible for:
Analysis and Screening: Analyze bid specifications with precision and insight to ensure our proposals meet client needs.
Consultation: Collaborate closely with sales and account management teams, providing expertise on underwriting guidelines.
Communication: Be proactive in communications with brokers and internal partners, ensuring seamless information flow and follow-up.
Data Management: Use our proprietary rating engine, entering and handling crucial data for accurate proposals.
Broker Education: Share your knowledge with our partners, helping them understand our offerings inside and out.
This position may experience periodic visits to broker offices alongside our sales representatives, building strong relationships face-to-face.
Principal has been named one of the 2026 World’s Most Ethical Companies® by Ethisphere—our 15th time earning this recognition. Every decision we make, every customer interaction, and every commitment we uphold reflects the trust that millions of people place in us. Today, we serve 75 million customers around the world, and our culture of doing what’s right continues to guide how we help them build a more secure financial future.

Requirements

• Bachelor's degree or equivalent, plus 2+ years of experience in group benefits required
• Must obtain Life & Health licenses within 3 months and apply for required non-resident licenses
• Must maintain licenses by meeting continuing education requirements
• Requires ability to understand and maintain knowledge of insurance operations, products, and concepts with the ability to apply marketing strategies and systems
• Requires strong planning, organizational, problem solving and time management skills with the flexibility to adjust to changing priorities
• Must have good oral and written communication skills plus the ability to develop effective relationships and motivate producer behavior
• Must have excellent computer and keyboarding skills
• Must have excellent level Excel skills as well as Microsoft Office knowledge
• Must work well under pressure and be self-directed
• Some travel may be required including overnight stays (5%)
• 4+ years of experience in group benefits required

Nice To Haves

• Experience quoting and pricing group benefits, preferred
• Salesforce experience a plus

Responsibilities

• Analyze bid specifications with precision and insight to ensure our proposals meet client needs.
• Collaborate closely with sales and account management teams, providing expertise on underwriting guidelines.
• Be proactive in communications with brokers and internal partners, ensuring seamless information flow and follow-up.
• Use our proprietary rating engine, entering and handling crucial data for accurate proposals.
• Share your knowledge with our partners, helping them understand our offerings inside and out.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees