Territory Growth Advisor – Financial Services Sales

Principal International; Des Moines (IA); Vor Ort; USD 68.000 - 83.000; Vollzeit

Zusammenfassung

Principal Asset Management is seeking a Market Consultant - Advisory to partner with financial advisors, uncover opportunities, and help drive growth across a diverse investment platform. You’ll work directly with financial professionals, deliver investment solutions, and support territory growth with experienced external wholesalers.

This role offers a strong base salary plus incentives, including a 70% target.

Qualifikationen

• Bachelor’s degree or equivalent experience.
• 1+ year of financial services and broker-dealer experience.
• Advisory or fee-based managed account experience preferred.
• Licenses (SIE, Series 7, Series 66) preferred or obtainable within 90 days.

Aufgaben

• Proactively engage financial advisors through outbound sales calls and follow-up.
• Build and strengthen relationships with advisors, broker-dealers, and investment professionals.
• Partner with external wholesalers to execute territory business plans and drive asset growth.
• Present investment solutions including mutual funds, ETFs, model portfolios, SMAs, and retirement strategies.
• Identify advisor needs and provide sales ideas and product recommendations.

Kenntnisse

Sales prospecting

Relationship management

Advisor engagement

Product knowledge

CRM (Salesforce)

Travel readiness

Ausbildung

Bachelor’s degree or equivalent

Tools

Envestnet

Morningstar Advisor Workstation

TAMP platforms

Jobbeschreibung

Principal Asset Management is seeking a Market Consultant - Advisory to partner with financial advisors, uncover opportunities, and help drive growth across a diverse investment platform. You’ll work directly with financial professionals, deliver investment solutions, and support territory growth with experienced external wholesalers.

This role offers a strong base salary plus incentives, including a 70% target.