Retirement Sales Specialist

Principal Financial Group • Bethesda, MD

9h • Hybrid

About The Position

Join the Advisor support team as a Retirement Sales Specialist. In this role, you will partner with the sales team, including Internal Wholesalers and Field Sales Reps, to generate and manage pipeline, close sales, and cultivate mutually profitable relationships with advisors and third-party administrators. Principal Financial Group has been recognized as one of the World's Most Ethical Companies by Ethisphere for the 14th time, acknowledging its ethical leadership and business practices.

Requirements

• 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

• Associate or Bachelor’s degree or progress towards relevant licenses, certifications, or a degree
• 2+ years of experience in customer service, financial services, retirement plan operations through work, training, military service, or other education
• Knowledge of retirement plans designs and regulations, retail, and institutional investment products, etc.
• Previous experience working in a sales capacity

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

• Opportunity to participate in a bonus program (for non-sales positions)
• Sales incentives (for sales positions)
• Pension Eligible
• 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.
• Comprehensive, competitive benefit offerings crafted to protect physical, financial, and social well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees