Principal Financial Group · 15 hours ago
Associate Sales Representative II - Group Benefits
Waltham, MA
Full-time
Onsite
Entry Level
$35K/yr - $35K/yr
1+ years expPrincipal Financial Group is a purpose-led firm focused on making financial security accessible to all. The Associate Sales Representative II will work alongside sales consultants to enhance employee benefit sales, build relationships with advisors, and promote employee benefit products through education and consultation.
Financial ServicesInsurance
No H1B
Responsibilities
Sell all types of group employee benefit products to meet or exceed sales goals, through all distribution channels. Focus on writing and maintaining profitable business through targeted broker selection
Increase production from established relationships and develop new relationships for the purpose of generating new sales. Provide training, education and sales support to all producers as needed to create awareness and understanding of group benefit products
Monitor pipeline for sales opportunities. Deliver the quote most likely to sell on each opportunity based on competitive pricing analysis, application of product knowledge and promotional offerings available at the time of quote
Act as a liaison for the sales representative with underwriting to negotiate additional pricing relief (as needed). Assist with the preparation and presentation of written proposal and other materials illustrating plan design and product solutions to prospective clients
Collaborate with sales representative, employee benefit specialist and account executive to identify opportunities to meet and exceed annual sales and cross purchase goals
Qualification
Required
Bachelors degree or equivalent and 1+ years of work related experience required
Resident and non-resident life and health licensing required based on state and/or federal laws and/or company policy in accordance with current licensing policy
Must have strong interest in external sales, sales aptitude and strong relationship building skills
Must have the ability to adapt to change and manage multiple projects
Must have a strong work ethic, be a self starter and accountable for own actions
Requires ability to work independently with limited direction, excellent and persuasive written and oral communication skills, excellent presentation skills and basic computer skills
Frequent travel within assigned territory
Benefits
Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period.
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
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