Principal Financial Group · 2 hours ago
Internal Sales Specialist
Houston, TX
Full-time
Hybrid
Entry, Mid Level
$53K/yr - $71K/yr
2+ years expPrincipal Financial Group is seeking an Internal Sales Specialist in Group Benefits to play a vital role in pricing and positioning new business proposals. The role involves analyzing bid specifications, collaborating with sales and account management teams, and educating brokers about the company's offerings.
Financial ServicesInsurance
No H1B
Responsibilities
Analyze bid specifications with precision and insight to ensure our proposals meet client needs
Collaborate closely with sales and account management teams, providing expertise on underwriting guidelines
Be proactive in communications with brokers and internal partners, ensuring seamless information flow and follow-up
Use our proprietary rating engine, entering and handling crucial data for accurate proposals
Share your knowledge with our partners, helping them understand our offerings inside and out
Qualification
Required
Bachelor's degree or equivalent, plus 2+ years of experience required
Must obtain Life & Health licenses within 3 months and apply for required non-resident licenses
Must maintain licenses by meeting continuing education requirements
Requires ability to understand and maintain knowledge of insurance operations, products, and concepts with the ability to apply marketing strategies and systems
Must have excellent Excel skills as well as Microsoft Office knowledge
Requires strong planning, organizational, problem solving and time management skills with the flexibility to adjust to changing priorities
Must have good oral and written communication skills plus the ability to develop effective relationships and motivate producer behavior
Must have excellent computer and keyboarding skills
Preferred
Experience quoting and pricing group benefits, preferred
Salesforce experience a plus
Ability to work well under pressure and be self-directed
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
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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