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Principal Financial Group · 1 week ago

Retirement Sales Specialist

Bethesda, MD

Full-time

Hybrid

Entry, Mid Level

$22.07/hr - $39.81/hr

2+ years exp

Principal Financial Group is a recognized leader in financial services, committed to ethical practices. The Retirement Sales Specialist will work with the sales team to manage pipeline, close sales, and build strong relationships with advisors and third-party administrators.

Financial ServicesInsurance

No H1B

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

Qualification

Retirement plans knowledgeSales experienceFINRA Series 6FINRA Series 63Analytical skillsMathematical skillsCommunication skillsProblem solving skillsTeamwork

Required

Bachelor's degree or 8 years of equivalent experience

2+ years of relevant job experience

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

Outstanding oral and written communication, training, and presentation skills

Strong problem solving, analytical and mathematical calculation skills

Self-starter - Work independently with little direction

Excellent Teammate

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

Benefits

Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.

Pension Eligible

Company

Principal Financial Group

Glassdoor3.9

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.

Founded in 1879

Des Moines, Iowa, USA

10001+ employees