Hybrid Retirement Plans Sales Pro

Principal Financial Group; Des Moines (IA); Hybrid; USD 33,000 - 56,000; Full time

Benefits offered by this job

Pension eligible

Hybrid work arrangements

Job summary

Principal Financial Group is seeking a Retirement Sales Specialist to support the advisor network and collaborate with internal wholesalers and field sales reps. You will help generate and manage a sales pipeline, close sales, and build mutually profitable advisor and third-party administrator relationships.

The role emphasizes educating advisors on retirement plan designs, pricing prospects, and preparing presentations while aligning with regulatory requirements and the company’s mission to

Qualifications

• 2+ years of experience in customer service or financial services.
• Knowledge of retirement plan designs and regulations preferred.
• Sales experience is highly desired.
• Registration: FINRA Series 6 and Series 63 within 5 months of employment.
• Resident Life appointment must be attained within 4 months of employment.

Responsibilities

• Own internal sales activities for Full-Service Accumulation.
• Educate and consult with advisors and third-party administrators.
• Develop relationships with advisors and third-party administrators.
• Evaluate and price prospective business for profitability and client fit.
• Prepare advisors to deliver sales presentations to prospects.

Skills

Communication skills

Sales experience

Analytical skills

Customer service

Prospecting/consulting

Education

Associate or Bachelor’s degree or progress towards licenses

FINRA registrations in scope (Series 6/63)

Tools

FINRA Series 6 & 63

Job description

Principal Financial Group is seeking a Retirement Sales Specialist to support the advisor network and collaborate with internal wholesalers and field sales reps. You will help generate and manage a sales pipeline, close sales, and build mutually profitable advisor and third-party administrator relationships.

The role emphasizes educating advisors on retirement plan designs, pricing prospects, and preparing presentations while aligning with regulatory requirements and the company’s mission to