Principal Retirement Sales Strategist II in Des Moines, Iowa
Are you an energetic professional looking for a fantastic career opportunity?
Are you a creative problem solver who's not afraid to take on new challenges?
Do you thrive in a team environment where you have the ability to not only impact your own success, but also the success of the organization?
If you answered YES, we may have the opportunity you’ve been looking for!
The sales strategy team is currently seeking talent for a medium market ($20M-200M) sales support/strategy role. This is a strategic resource providing thought capital, best practices and a preparation process to our sales and service partners to develop, refine and deliver consistent, yet customized messaging promoting Principal during sales presentations and associated consultant/advisor interactions. This role is responsible for retirement plan finalist presentation strategy/consulting for prospects, clients and advisors, in partnership with Sales and Service Representatives, RIS Distribution, RIS and Corporate partners. Develop, recommend and execute sales plans. You'll facilitate, coordinate and guide all stakeholders from finalist presentation thru sold or retained.
Here are few examples of the kinds of things you’ll do when you join our team:
Provide an emphasis on opportunities with multiple products from our TRS platform which includes: Defined Contribution, Defined Benefit, ESOP and Non-qualified plans. Interact directly with external clients (prospective, existing, and consultants/advisors) throughout the sales process.
Gather feedback from the finalist presentation and strategically manage the follow-up process with sales or service partner.
Gather and share competitive intelligence with our corporate and field partners. Provide insight on how we would strategically position Principal against our competitors.
Provide product and presentation skills training to our corporate and field partners. Act as the liaison between sales and our corporate partners to identify and train/prepare individual presenters.
This position is also a great way to advance your career. As a growing company with over 16,000 employees around the world, Principal offers a lot of ways for you to learn more, earn more and achieve more!
We are looking for someone with:
Bachelor's degree, or equivalent, in accounting, finance, economics or business required, plus a minimum of 7+ years of work experience in related experience.
Expert technical, statutory and regulatory knowledge of qualified and nonqualified plan designs and the company's and competition's retirement products and services.
Advanced analytical, problem solving, negotiation, verbal and written communication (including excellent presentation skills), and math skills
Successful candidate will have the following:
High level of creativity and resourcefulness.
Series 6 registration is required within 5 months of employment.
At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers and https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants
Investment Code of Ethics
For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Requisition ID: 2021-31908
External Company Name: Principal Financial Group
Street: 711 High Street
FLSA Status: Exempt