Principal Sr Int Wholesaler - NQ Plans in Des Moines, Iowa
Assist NQ wholesaler in several aspects of the sales process including - developing and implementing marketing programs and support materials that will enable the wholesaler to effectively penetrate targeted market segments, collaborating internally to develop new and repeat advisors and facilitate implemention and onboarding procedures to move NQ plans thru to close
Develop effective working relationships with assignedbroker dealers,, producers and advisors. Educate and motivate advisors on products, concepts, application(s), and features to achieve marketing and sales objectives. Assist in the coordination and implementation of select advisor seminars. Monitor the pipeline of advisors to assist with effectively moving business though the sales process. Partner with PFG sales personnel to maximize advisor relationships and broaden cross-sell efforts.
Provide point of sale and transition support by proactively overseeing the implementation of plans throughout all aspects of a new plan sale. This may include coordination of necessary forms and materials , evaluating for efficiencies, educating producers, as well as working with Raleigh,home office and (at times) WSRS to expedite plan implementation as needed.
Support assigned external wholesaler by proactively promoting and implementing marketing strategies, systems, and collateral materials for identified products and/or concepts within targeted market segments in the territory. Work with wholesaler to develop and implement a marketing and growth plan for targeted firms utilizing research of industry trends, developments and opportunities to ensure meeting our strategic objectives. Ensure effective utilization of schedule to maximize external wholesaler time spent targeting key NQ plan advisors.
Implement Salesforce strategies to increase individual, unit and field productivity as well as accumulate knowledge of producers for current and future marketing. Implement corporate lead generation strategies.
Provide effective ongoing plan maintenance and servicing of sold plans by resolving advisor issues and requests in a timely manner, assisting with the coordination of re-enrollment processes, and working with the Raleigh offices as necessary to meet advisor needs.
Perform other job-related duties or special projects as required.
Provide prompt, courteous and excellent service at an acceptable cost to all customers, operate in an ethical manner in accordance with State and Federal law, the company's Corporate Code of Ethics, Affirmative Action, Diversity, employee handbook, applicable compliance and operations policies and procedures and other policies of the company. Possess a high degree of integrity and actively cooperate and interact with all entities of the Principal Financial Group.
Requires college degree or equivalent, plus 6 - 8 years related experience. Excellent written and verbal communication, problem solving, organizational and relationship building skills required. Must be creative, highly motivated, able to operate independently (self starter), results driven and possess the ability to work effectively under pressure. Some travel required.
Licenses and/or exams necessary for this position include: Life and Variable Life insurance license in state of residence within 60 days of hire, with appointment within 120 days of hire. FINRA Series 6 and 63 exams are also required within 120 days of hire. Maintaining all applicable licenses is required for continued employment in this position. Cannot participate in any solicitation until properly licensed.
We are open to hiring for this role at our corporate headquarters in Des Moines, IA or remotely.
At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
Investment Code of Ethics
For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Requisition ID: 2021-32296
Enterprise Segment: USIS
Business Area: Individual Distribution
Street: 711 High Street
FLSA Status: Exempt