Internal Wholesaler: Grow Advisor Relationships

Principal International; Des Moines (IA); Híbrido; USD 48 000 - 85 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Pension eligible

Resumo da oferta

Principal International is seeking an Internal Wholesaler - NQ to join our distribution team, partnering with an external wholesaler to build pipeline, close sales, and nurture advisor relationships.

Responsibilities include coordinating plan implementations, delivering presentations by phone or virtually, and designing marketing initiatives to drive territory growth. Travel is required as needed.

Qualificações

• Requires college degree or eight years of equivalent experience.
• Excellent written and verbal communication, problem solving, organizational and relationship building skills required.
• Must be creative, able to operate independently, results driven and possess the ability to work effectively under pressure.
• Some travel required.

Responsabilidades

• Coordinate and follow through on Plan and Asset Implementation in partnership with NQ Operations and New Business teams.
• Lead and/or participate in sales presentations to prospective advisors via virtually or by phone.
• Design and implement marketing and sales initiatives/campaigns via virtual presentations, phone engagement, and email.
• Grow sales in an assigned segment of brokers/advisors by virtual presentations and/or phone engagement.
• Support in daily sales initiatives and territory management. Direct preparation of proposals and other sales materials.
• Serve as a subject matter expert on nonqualified plans, providing sales support, education, and consultative guidance to financial professionals and clients.
• Assist in evaluating client opportunities while developing nonqualified plan designs and funding strategies aligned with business objectives and executive benefit goals.
• Leverage Salesforce and other sales enablement tools to manage pipeline activity, identify opportunities, prioritize advisor engagement, and support territory growth.

Conhecimentos

Excellent communication

Problem solving

Organizational skills

Relationship building

Creative

Independent worker

Travel willingness

Formação académica

College degree or 8 years equivalent experience

Ferramentas

Salesforce

Descrição da oferta de emprego

Principal International is seeking an Internal Wholesaler - NQ to join our distribution team, partnering with an external wholesaler to build pipeline, close sales, and nurture advisor relationships.

Responsibilities include coordinating plan implementations, delivering presentations by phone or virtually, and designing marketing initiatives to drive territory growth. Travel is required as needed.