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Sales Support Specialist (annuitites)

Support financial advisors with variable annuity product sales and case building
Des Moines, Iowa, United States
Junior
14 hours agoBe an early applicant
Iowa Staffing

Iowa Staffing

An agency providing employment services and resources to job seekers and employers within the state of Iowa.

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Sales Support Specialist

At Principal, we believe in empowering individuals and businesses to create financial success. Our annuities distribution business is at the forefront of providing innovative solutions for retirement planning and investment. As a Sales Support Specialist at Principal, you will play a crucial role in supporting our sales team, becoming a product knowledge and sales expert along the way. This role offers an exciting opportunity for growth and advancement within the annuities distribution sector. Here are a few examples of the kinds of things you'll do:

  • 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

This is a great opportunity to grow your career in sales! Apply today!

Who You Are:

  • Bachelor's degree or equivalent, plus 2+ years related experience (financial services experience preferred)
  • Investment and/or sales experience a plus
  • Strong verbal and written communication, negotiation, and math skills required
  • Requires basic computer and business unit software skills with Salesforce and Microsoft Office Suite preferred
  • Licensing requirements: Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63) within 90 days of employment.

Salary Range Information:

Salary ranges below reflect targeted base salaries. 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. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly): $22.07 - $39.81 / hour

Time Off Program:

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: Yes

Work Environments:

This role offers the ability for a hybrid (blending both office and remote work in a typical workweek) work arrangements.

Location:

This role will be based out of our Corporate Headquarters located in Des Moines, IA.

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.

Investment Code of Ethics:

For Principal Asset Management 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.

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.

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Sales Support Specialist (annuitites)
Des Moines, Iowa, United States
Support
About Iowa Staffing
An agency providing employment services and resources to job seekers and employers within the state of Iowa.