Sales Support Specialist

Principal Financial Group is a trusted leader in financial services, focusing on making financial security accessible to all. The Sales Support Specialist will support the sales team by promoting variable annuity products, maintaining relationships with financial advisors, and assisting with sales efforts and competitive analysis.

Responsibilities

• Promote variable annuity products through inbound phone contact with financial advisors to provide marketing and presale support
• Engage with case building by keeping up-to-date on retirement-related topics to contribute value
• Maintain close working relationship with top representatives in an effort to increase sales
• Understand how our investments fit into an overall, well diversified portfolio of assets by staying current on economic and financial issues that affect our business
• Support sales efforts by assisting with case design, sales ideas, hypothetical product illustrations, and application materials
• Provide competitive research and analysis on products and sales

Skills

• Bachelor's degree or an equivalent combination of education and professional work experience
• Licensing required based on state/federal laws and/or company policy in accordance with current licensing policy
• Extensive and detailed knowledge of FINRA Series 6 investment products required
• Strong verbal and written communication, negotiation, and math skills
• Requires basic computer and business unit software skills
• Miscellaneous travel and overnight travel may be required
• Investment sales experience a plus

Benefits

• Non-sales positions have the opportunity to participate in a bonus program.
• Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
• Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
• Pension Eligible
• This role offers the ability for in-office, & hybrid (blending both office and remote work in a typical workweek) work arrangements. This is a hybrid position with the requirement of 3 days in the office and 2 days work from home. Management reserves the right to adjust the days required in office.

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