Retirement Sales Specialist
Principal Financial Group, Charlotte, North Carolina, United States, 28245
What You’ll Do
Come join the Advisor support team as a Retirement Sales Specialist! In this role you’ll partner with the sales team, including internal wholesalers and field sales reps, to generate and manage pipeline, close sales, and develop mutually profitable advisor and third‑party administrator relationships.
Key Responsibilities
Responsible for internal sales activities for Full‑Service Accumulation.
Educate and consult with advisors and third‑party administrators on successful methods of prospecting, marketing, and selling retirement plans.
Develop excellent relationships with advisors and third‑party administrators.
Evaluate and price prospective business to ensure profitability and suitability to client needs.
Prepare advisors to deliver sales presentations to prospective clients.
Who You Are
Associate or Bachelor’s degree or progress toward relevant licenses, certifications, or a degree, preferred.
2+ years of experience in customer service, financial services, retirement plan operations through work, training, military service, or other education preferred.
Knowledge of retirement plans designs and regulations, retail, and institutional investment products, etc… is preferred.
Previous experience working in a sales capacity is highly desired.
Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63) within 5 months of employment.
Resident Life and Health appointment must be attained within 4 months of employment.
Success Traits
Outstanding oral and written communication, training, and presentation skills.
Strong problem solving, analytical and mathematical calculation skills.
Self
#J-18808-Ljbffr
Key Responsibilities
Responsible for internal sales activities for Full‑Service Accumulation.
Educate and consult with advisors and third‑party administrators on successful methods of prospecting, marketing, and selling retirement plans.
Develop excellent relationships with advisors and third‑party administrators.
Evaluate and price prospective business to ensure profitability and suitability to client needs.
Prepare advisors to deliver sales presentations to prospective clients.
Who You Are
Associate or Bachelor’s degree or progress toward relevant licenses, certifications, or a degree, preferred.
2+ years of experience in customer service, financial services, retirement plan operations through work, training, military service, or other education preferred.
Knowledge of retirement plans designs and regulations, retail, and institutional investment products, etc… is preferred.
Previous experience working in a sales capacity is highly desired.
Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63) within 5 months of employment.
Resident Life and Health appointment must be attained within 4 months of employment.
Success Traits
Outstanding oral and written communication, training, and presentation skills.
Strong problem solving, analytical and mathematical calculation skills.
Self
#J-18808-Ljbffr