Internal Wholesaler - Annuities

Principal Financial ServicesDes Moines, IA
52d$54,000 - $98,400Hybrid

About The Position

Come join our Annuities team as an Internal Wholesaler! This role partner's closely with your Regional Vice President to increase annuity sales. You'll be the subject matter expert on annuities to help registered representatives in a meaningful way to impact business.   Activities will include but not limited to: Actively contacting agents and other target audiences to educate on our annuity products Assist in developing annuity sales ideas and competitive products Providing marketing support to better provide awareness of our products Be the go-to for agents to help address problems on cases as they arise Serve on committees to work on special projects in sales or other related areas 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!

Requirements

  • Bachelor's degree or eight years of equivalent experience, and 4+ years related experience in financial services (sales or annuity experience preferred)
  • Effective oral and written communication, math, presentation, and negotiation skills required
  • Must be able to speak clearly
  • Occasional travel may be required for conferences
  • FINRA Series 6 and 63 exams
  • Maintaining all applicable licenses is required for continued employment in this position
  • 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.)
  • 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.

Nice To Haves

  • sales or annuity experience preferred
  • Open to hiring at the Sr. Internal Wholesaler level for the right skills and experiences.

Responsibilities

  • Actively contacting agents and other target audiences to educate on our annuity products
  • Assist in developing annuity sales ideas and competitive products
  • Providing marketing support to better provide awareness of our products
  • Be the go-to for agents to help address problems on cases as they arise
  • Serve on committees to work on special projects in sales or other related areas

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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