Internal Wholesaler - Annuities jobs in United States
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Principal Financial Group · 13 hours ago

Internal Wholesaler - Annuities

positionDes Moines, IA
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$54K/yr - $98K/yr
date1+ years exp

Principal Financial Group is a purpose-led firm committed to making financial security accessible to all. The Internal Wholesaler will partner closely with the Regional Vice President to increase annuity sales and serve as a subject matter expert to assist registered representatives.

Financial ServicesInsurance
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Responsibilities

Actively contacting agents and other target audiences to educate on our annuity products
Assist in developing annuity sales ideas and competitive products
Providing marketing support to better provide awareness of our products
Be the go-to for agents to help address problems on cases as they arise
Serve on committees to work on special projects in sales or other related areas

Qualification

Annuity sales experienceFINRA Series 6FINRA Series 63Effective communicationMath skillsNegotiation skillsPresentation skills

Required

Bachelor's degree or eight years of equivalent experience
1+ years related experience in financial services (sales or annuity experience preferred)
Effective oral and written communication, math, presentation, and negotiation skills required
Must be able to speak clearly
Occasional travel may be required for conferences
FINRA Series 6 and 63 exams
Maintaining all applicable licenses is required for continued employment in this position

Preferred

Sales or annuity experience preferred

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

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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.
dateFounded in 1879
location
Des Moines, Iowa, USA
people-size10001+ employees
web-link
https://www.principalam.com/

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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Recent News

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Principal® Recognized as Best Place to Work in Money Management by Pensions & Investments for 14th Consecutive Year
2025-12-09
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Company data provided by crunchbase