Principal Asset Management Sales & Relationship Management - Internship jobs in United States
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Principal Financial Group · 20 hours ago

Principal Asset Management Sales & Relationship Management - Internship

Principal Financial Group is a growing company with a commitment to providing students with opportunities to apply their classroom learnings in a business setting. They are seeking a sales intern to support their Asset Management distribution teams while gaining valuable experience in the asset management and distribution ecosystem.

Financial ServicesInsurance
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Responsibilities

Provide ongoing sales support to Principal Asset Management’s distribution teams - including Global Operations, Wealth Advisory Services, U.S. Retirement, and Institutional Sales - through interactions with sales leadership, relationship managers, internal specialists, and investment partners
Assist in prospecting new sources of business while learning how to utilize Salesforce, our client relationship management tool
Partner with internal investment teams to understand firm products, strategy, and direction in order to efficiently support ongoing initiatives, gaining valuable experience and networking opportunities
Provide client facing support as directed
Perform reporting tasks related to performance data and assist with identifying new sales opportunities
Assist with special projects as assigned
Actively contribute to a fun and creative team culture, embracing new ideas every day
Serve as an internal resource for sales to collect and disseminate information to prospects and clients while sales staff are on the road
Work with internal partners on communication and report generation

Qualification

Sales supportSalesforceReporting tasksCommunication skillsRelationship building

Required

Currently pursuing or completed undergraduate or graduate level degree
Involvement in extracurricular activities and/or involvement within the community
Interest in a career in sales and asset management
Ability to build positive relationships with internal and external partners
Strong communication skills (written and verbal)

Benefits

Paid company holidays and any time off required in your state.

Company

Principal Financial Group

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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 Stage

Leadership Team

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Dan Houston
President and CEO
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Liliana (Lil) Waters, CPA, FLMI
CFO – US Distribution
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Company data provided by crunchbase