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Form of work
SalaryWhat You'll Do:
Heavy incentive component in addition to salary listed.Who You Are:
This role is a strategic sales partner to our Institutional and Signature Service teams that will support the retention of the most strategically important and largest revenue generating clients.
Here are a few examples of the types of things you'll do:
- Serve as a strategic consultant to build and implement unique solutions for competitive RFP's and finals that are in the billion dollar+ plan space.
- Coaching of the team and presenters on finals presentation strategies, including relevant talking points.
- Provide technical expertise with a sales approach for retention with effectively positioned current and alternate solutions.
- Leverage existing and new consultant relationships to educate, persuade, and cultivate those partnerships.
In April, we were named to the Forbes list of America’s Best Employers for Diversity in 2023. This is our fourth year on the list.
Heavy incentive component in addition to salary listed.
- Bachelor’s degree or an equivalent combination of education and professional work experience.
- 10+ years of retirement sales experience with strong technical expertise in one or a combination of defined contribution, defined benefit, non-qualified, or Trust and Custody products.
- Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent) within 5 months of employment.
- Excellent verbal and written communication skills to coordinate with clients and internal partners.
- Strong understanding of industry, portfolio construction, capital markets, financial service products and regulations.
- Role requires the ability to manage multiple projects, problem-solving skills, leadership skills, advanced analytical skills regarding pricing and different plan designs, presentation skills, relationship building, time management skills
- Runs highly complex projects/RFPs and work with Corporate executives.
- Ability to travel as the need arises.
Location
This is a remote position.
Work Authorization/Sponsorship
At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
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.
Experience Principal
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.
Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Date First Posted (TTF): 2/20/2024 Latest Post Date: Careers - US: 2/20/2024LinkedIn Remote Hashtag
: #LI-Remote
