Principal Financial Group · 18 hours ago
Retirement Sales Specialist
Charlotte, NC
Full-time
Onsite
Entry Level
$22.93/hr - $40.96/hr
2+ years expPrincipal Financial Group is a recognized leader in ethical business practices and is seeking a Retirement Sales Specialist to join their Advisor support team. In this role, you will collaborate with sales teams to manage pipelines, close sales, and build 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
Required
Associate or Bachelor's degree or progress towards relevant licenses, certifications, or a degree, preferred
2+ years of experience in customer service, financial services, retirement plan operations through work, training, military service, or other education 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
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
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
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.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Dan Houston
President and CEO
Liliana (Lil) Waters, CPA, FLMI
CFO – US Distribution
Recent News
Apollo Global Management, Inc.
2025-11-03
Alternative Credit Investor
2025-10-10
Company data provided by crunchbase