Internal Wholesaler-Business Insurance Solutions

Principal Financial Group • Des Moines, IA

1d • Hybrid

About The Position

This role works in partnership with an assigned external wholesaler to generate and manage pipeline, close sales, and develop mutually profitable advisor relationships with business insurance solutions (Life and Disability focus). Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. 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!

Requirements

• Requires college degree or eight years of equivalent experience, and 4+ years related experience in financial services or sales (insurance experience strongly preferred)
• Broad understanding of insurance operations, products, and concepts with the ability to apply marketing strategies and systems required
• Strong planning, organizational, problem solving and time management skills with the flexibility to adjust to changing priorities needed
• Must be self motivated and goal oriented with ability to build and maintain effective working relationships
• Requires effective verbal and written communication skills plus the ability to develop effective relationships and motivate producer behavior
• Some travel required
• Life and Variable Life insurance license in state of residence within 60 days of hire, with appointment within 120 days of hire
• FINRA Series SIE, 6 and 63 exams are also required within 6 months of hire
• Maintaining all applicable licenses is required for continued employment in this position
• Cannot participate in any solicitation until properly licensed

Nice To Haves

• Industry designations (eg CLU, ChFC, CFP, FLMI), or progress towards, preferred

Responsibilities

• Grow sales in an assigned segment of advisors/brokers by leading or participating in virtual presentations and/or phone engagement
• Design and implement marketing and sales initiatives/campaigns via virtual presentations, phone engagement, and email
• Support in daily sales initiatives and territory management
• Direct preparation of proposals and other sales materials, providing expertise on products, concepts, illustrations, and service issues

Benefits

• Incentive component in addition to salary listed.
• 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.
• Pension Eligible

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree