Wealth Sales Associate (Internal Wholesaler)

Principal Financial Group is a purpose-led firm focused on making financial security accessible to all. The Wealth Sales Associate will support sales and develop advisor relationships by handling inbound calls, answering product-related questions, and identifying new sales opportunities.

Responsibilities

• Proactive outreach to engage advisors (phone, email, meetings)
• Solve for needs across products: mutual funds, separately managed accounts, ETF's, 529's, internal funds, etc
• Learn to identify new sales opportunities and providing follow up

Skills

• Bachelor's degree or 8 years of equivalent experience
• 1+ years of industry-related experience is necessary
• FINRA licensing required within 45 days of employment including SIE, Series 7, Series 63 licenses
• Requires ability to work independently
• Persuasive written and verbal communication (including telephone) skills
• Excellent presentation skills
• Travel as needed to support territory or conference needs (every other month at a minimum)
• Understanding of Exchange Traded Funds (ETFs), Separately Managed Accounts, and Mutual Funds

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.
• Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.

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