Retention Strategist Director

Principal Financial Group • UNAVAILABLE, UNAVAILABLE

4d • Remote

About The Position

The Retention Strategist Director will drive retention process leadership through strategy, proposal, presentation and successful client retention. The position will partner closely with various roles such as Relationship Management, Administration, Sales, Strategic Relations Team, and RFP team focusing primarily on the retention of large defined contribution and total retirement solution clients ($200 AUM and up.) Specific sales activities include strategy development, customer presentations, proposal development, contract negotiations, market intelligence, Salesforce reporting, and service team mentoring and coaching.

Requirements

• Bachelor’s degree or an equivalent combination of education and professional work experience.
• Must have 10+ years of retirement sales or customer care experience with strong technical expertise in one or a combination of defined contribution, defined benefit, and executive benefits
• Must have strong understanding of industry, portfolio construction, capital markets, financial service products and regulations.
• Ability to manage multiple projects
• Adept at problem-solving
• Advanced analytical skills regarding pricing and different plan designs
• Ability to project manage highly complex projects/RFPs and work with senior executives
• Demonstrate experience in successfully building alliances and influencing key decision makers (at all levels), competitive drive and determination and results
• Strong written and oral communication skills, presentation skills, and leading sales processes
• Outstanding collaborative and team skills, contributing to the team’s collective knowledge and success
• Skilled in establishing relationships with peers and executives in a variety of capacities
• Travel as required.
• FINRA Series 6 License or ability to obtain within 5 months required. Current licensing STRONGLY preferred. Must meet firm standards for registration within applicable jurisdictions.
• You’ll be required to become a non-registered fingerprint person of PSI.

Responsibilities

• Manage and supervise the retention process, including coordination of all aspects of RFPs and Finals presentations
• Identify client needs and develop client-specific solutions
• Own the retention sales efforts
• Develop and manage internal relationships
• Provide appropriate market and competitive information
• Supervise delivery of proposals to clients/consultants/advisors, including preparation of custom finals presentations employing visual storytelling concepts
• Provide timely, accurate and concise analysis to senior management on retention status and performance
• Develop full understanding of internal pricing, contracting, and operational requirements
• Strategically position Principal by customizing the approach with client knowledge gained

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
• comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Director