Internal Wholesaler - Advisory
Principal Financial Group is a purpose-led firm focused on making financial security accessible to all. In this role, you will assist with internal sales efforts by developing sales plans, collaborating with teams, and supporting financial professional relationships to meet sales targets.
Responsibilities
- Assist with internal sales efforts for Principal Securities by developing and implementing sales plans, activity reports, and rotation schedules
- Collaborate with marketing, product, and communications teams to align campaigns and support financial professional relationships while meeting internal sales targets
- Provide intermediaries with sales ideas, handle product inquiries, share performance data, identify new opportunities, and support external wholesalers with territory management
- Initiate and follow up on sales calls to develop relationships with financial professionals, representing a diverse range of products including Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments, and retirement solutions
- Determine client requirements and offer sales suggestions, respond to product inquiries, deliver performance information, and introduce new products
- Record call outcomes in the database, share leads with external wholesalers, and assist corporate programs, important accounts, and conferences
- Respond to incoming calls from new or existing financial professionals by offering product details and performance statistics
- Handle requests for prospectuses and sales materials
- Guide financial professionals to resources like websites and newsletters
- Support communication for enhanced customer service solutions and record call outcomes
- Perform other job-related duties and special projects as assigned
Skills
- Bachelor's degree or equivalent years of experience plus 1+ year of industry-related experience is necessary
- Strong preference for financial services and qualified plan experience
- Outstanding oral and written communication, training, and presentation skills
- Excellent problem-solving, analytical, and mathematical calculation skills
- Ability to work independently with minimal direction
- Availability to handle inbound and outbound calls to advisors, third-party administrators, and sales reps during prime hours
- Occasional travel, including overnight stays, may be required
- Licenses must be held in conformity with state and federal rules and company standards as detailed in the existing licensing policy
- Preference to those who are already licensed
- If not licensed, below licenses are to be acquired within 90 days after hiring: SIE, Series 7, and Series 63
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 Overview