Internal Wholesaler - NQ Plans

Principal Financial Group • Minnetonka, MN

5d • Hybrid

About The Position

We’re looking for an Internal Wholesaler - NQ to join our distribution team. In this role, you’ll partner with an external wholesaler (Regional Vice President) to generate and manage pipeline, close sales, and develop mutually profitable advisor relationships. 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
• Excellent written and verbal communication, problem solving, organizational and relationship building skills required
• Must be creative, able to operate independently, results driven and possess the ability to work effectively under pressure
• Some travel required
• Life and Variable Life insurance license in state of residence within 60 days of hire
• FINRA Series 6 and 63 exams are also required within 120 days of hire
• Maintaining all applicable licenses is required for continued employment in this position. Cannot participate in any solicitation until properly licensed

Responsibilities

• Coordinate and follow through on Plan and Asset Implementation in partnership with NQ Operations and New Business teams
• Lead and/or participate in sales presentations to prospective advisors via virtually or by phone
• Design and implement marketing and sales initiatives/campaigns via virtual presentations, phone engagement, and email
• Grow sales in an assigned segment of brokers/advisors by virtual presentations and/or phone engagement
• Support in daily sales initiatives and territory management. Direct preparation of proposals and other sales materials
• Serve as a subject matter expert on nonqualified plans, providing sales support, education, and consultative guidance to financial professionals and clients.
• Assist in evaluating client opportunities while developing nonqualified plan designs and funding strategies aligned with business objectives and executive benefit goals.
• Leverage Salesforce and other sales enablement tools to manage pipeline activity, identify opportunities, prioritize advisor engagement, and support territory growth.

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.
• Pension Eligible

What This Job Offers

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