Remote Internal Wholesaler: Build Advisor Partnerships

Principal Financial Group; Minnetonka (MN); Hybrid; USD 48,000 - 85,000; Full time

Benefits offered by this job

Pension eligible

Remote/hybrid work options

Job summary

Principal Financial Group is seeking an Internal Wholesaler - NQ to join our distribution team. In this role, you’ll partner with an external wholesaler to generate pipeline, close sales, and develop mutually profitable advisor relationships.

You’ll coordinate on plan/asset implementation, lead sales presentations, and design campaigns using virtual and phone outreach. Strong communication, problem-solving, and relationship-building skills are essential.

Qualifications

• Requires college degree or eight years of equivalent experience, and 4+ years related 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.

Responsibilities

• 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.

Skills

Communication skills

Verbal communication

Problem solving

Organizational skills

Relationship building

Education

College degree or 8 years experience

4+ years related experience

Tools

Salesforce

Job description

Principal Financial Group is seeking an Internal Wholesaler - NQ to join our distribution team. In this role, you’ll partner with an external wholesaler to generate pipeline, close sales, and develop mutually profitable advisor relationships.

You’ll coordinate on plan/asset implementation, lead sales presentations, and design campaigns using virtual and phone outreach. Strong communication, problem-solving, and relationship-building skills are essential.