Principal Financial Group · 7 hours ago
Managing Director, Strategic Relations
Maximize your interview chances
Financial ServicesInsurance
No H1B
Insider Connection @Principal Financial Group
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Heighten awareness of our services through networking and active participation through sales/service meetings and industry events.
Client Retention Strategy for sales presentations
Building relationships with designated consulting firms.
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
Bachelor’s degree or equivalent and 15+ years’ experience selling employer-sponsored retirement plans, with focus in the $200M+ segment
Strong understanding of qualified and non-qualified retirement plans, specifically in the large and institutional markets
Existing relationships with benefit consulting firms as well as large and institutional retirement firms
Proven ability to manage multiple partner relationships and sales processes (RFPs)
Must possess strong communication and organizational skills, interpersonal and relationship-building skills, problem-solving skills, and leadership skills.
Strong knowledge of the competitive landscape in the large and institutional retirement plan market
Proven ability to think critically and strategically to uncover incremental revenue streams for Principal and its strategic partners
Significant overnight travel required, up to 50%.
This position requires successful completion of motor vehicle driving record check.
Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent) within 5 months of employment.
Preferred
Experience selling across retirement, asset management and employee benefit markets
Benefits
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
Pension Eligible
Company
Principal Financial Group
Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.
Funding
Current Stage
Late StageRecent News
2024-04-26
2024-03-13
2024-02-24
Company data provided by crunchbase