Sales Support Specialist

Principal Financial GroupDes Moines, IA
Hybrid

About The Position

As a Sales Support Specialist at Principal, you will play a crucial role in supporting our sales team, becoming a product knowledge and sales expert along the way. This role offers an exciting opportunity for growth and advancement within the annuities distribution sector. 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

  • Bachelor’s degree or an equivalent combination of education and professional work experience.
  • Licensing required based on state/federal laws and/or company policy in accordance with current licensing policy.
  • Extensive and detailed knowledge of FINRA Series 6 investment products required.
  • Strong verbal and written communication, negotiation, and math skills.
  • Requires basic computer and business unit software skills.

Nice To Haves

  • Investment sales experience a plus.
  • Miscellaneous travel and overnight travel may be required.

Responsibilities

  • Promote variable annuity products through inbound phone contact with financial advisors to provide marketing and presale support.
  • Engage with case building by keeping up-to-date on retirement-related topics to contribute value.
  • Maintain close working relationship with top representatives in an effort to increase sales.
  • Understand how our investments fit into an overall, well diversified portfolio of assets by staying current on economic and financial issues that affect our business.
  • Support sales efforts by assisting with case design, sales ideas, hypothetical product illustrations, and application materials.
  • Provide competitive research and analysis on products and sales.

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

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

5,001-10,000 employees

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