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Principal Financial Group · 1 day ago

Director of Sales - Retirement Solutions (S.Jersey, Hudson Valley)

Woodcliff Lake, NJ

Full-time

Onsite

Mid Level

$85K/yr - $85K/yr

2+ years exp

Principal Financial Group is seeking a Director of Sales - Retirement Solutions to join their team. In this role, you will drive retirement plan sales by building relationships with financial advisors and promoting defined contribution and benefit products.

Financial ServicesInsurance

No H1B

Responsibilities

Drive retirement plan sales throughout the market by calling on advisors to promote the sale of defined contribution and defined benefit products targeted for retirement plans in the 0 - 10M AUM

Build and establish relationships with financial advisors and third party administrators

Collaborate with the relationship management team to pursue additional sales opportunities

Qualification

Retirement sales experienceRetirement productsConsultation skillsPresentation skillsPortfolio constructionCapital markets understandingFinancial service productsMotivation to meet goalsNon-qualified plansESOPsFINRA Series 6FINRA Series 63LifeHealth appointmentWork ethicRelationship buildingTeam collaboration

Required

Bachelor's degree or an equivalent combination of education and professional work experience

2+ years of retirement sales experience with deep knowledge on retirement products

Strong work ethic and motivation to meet or exceed established goals

Excellent consultation and presentation skills

Strong understanding of portfolio construction, capital markets, and financial service products

Experience with non-qualified plans, defined benefit and ESOP's a bonus!

Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63) must be obtained within 5 months of employment

Resident Life and Health appointment must be attained

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

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