Remote Internal Wholesaler: Grow Advisor Partnerships

Principal Financial Group; Des Moines (IA); Ibrido; USD 48.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

Time Off Program

Pension Eligible

Remote work options

Descrizione del lavoro

Principal Financial Group in Des Moines, IA is seeking an Internal Wholesaler - NQ to support a Regional Vice President in building pipeline and closing sales with financial advisors.

You will coordinate implementations, lead sales presentations, and design marketing initiatives while leveraging Salesforce. Requires degree or equivalent experience, 4+ years in sales support, and willingness to travel. This role offers in-office, hybrid, and remote work options depending on location.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Communication

Problem solving

Organizational skills

Relationship building

Independent work

Travel willingness

Formazione

College degree or 8 years equivalent experience

Descrizione del lavoro

Principal Financial Group in Des Moines, IA is seeking an Internal Wholesaler - NQ to support a Regional Vice President in building pipeline and closing sales with financial advisors.

You will coordinate implementations, lead sales presentations, and design marketing initiatives while leveraging Salesforce. Requires degree or equivalent experience, 4+ years in sales support, and willingness to travel. This role offers in-office, hybrid, and remote work options depending on location.