Retirement Sales Specialist

Principal Financial Group

15d • $22 - $40 • Hybrid

About The Position

Come join the Advisor support team as a Retirement Sales Specialist! In this role you'll work in partnership with the sales team including Internal Wholesalers, and Field Sales Reps to generate and manage pipeline, close sales, and develop mutually profitable advisor and third-party administrator relationships! Here are a few examples of things you’ll do: Responsible for internal sales activities for Full-Service Accumulation. Educate and consult with advisors and third-party administrators on successful methods of prospecting, marketing, and selling retirement plans. Develop excellent relationships with advisors and third-party administrators. Evaluate and price prospective business to ensure profitability and suitability to client needs. Prepare advisors to deliver sales presentations to prospective clients. Principal Financial Group has been once again named on of the World's Most Ethical Companies by Ethisphere. The company's inclusion in the 2025 list makes the 14th time Principal has been recognized for its ethical leadership and business practices.

Requirements

• Bachelor's degree or 8 years of equivalent experience
• 2+ years of relevant job experience.
• Knowledge of retirement plans designs and regulations, retail, and institutional investment products, etc… is preferred.
• Previous experience working in a sales capacity is highly desired
• Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63) within 5 months of employment.
• Resident Life and Health appointment must be attained within 4 months of employment.
• Outstanding oral and written communication, training, and presentation skills
• Strong problem solving, analytical and mathematical calculation skills
• Self-starter - Work independently with little direction
• Excellent Teammate

Nice To Haves

• Knowledge of retirement plans designs and regulations, retail, and institutional investment products, etc… is preferred.
• Previous experience working in a sales capacity is highly desired

Responsibilities

• Responsible for internal sales activities for Full-Service Accumulation.
• Educate and consult with advisors and third-party administrators on successful methods of prospecting, marketing, and selling retirement plans.
• Develop excellent relationships with advisors and third-party administrators.
• Evaluate and price prospective business to ensure profitability and suitability to client needs.
• Prepare advisors to deliver sales presentations to prospective clients.

Benefits

• Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
• Pension Eligible

What This Job Offers

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