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Principal Financial Group

Offers retirement planning, life insurance, investments

Internal Sales Specialist - Group Benefits, Midwest Region

UnderwritingPosted on Nov 12
Full-time

About the Job

Requirements

  • A bachelor's degree or equivalent and at least 2 years of experience are required.
  • Must obtain Life and Health licenses within 3 months and apply for required non-resident licenses.
  • Must maintain licenses by meeting continuing education requirements.
  • Must understand and maintain knowledge of insurance operations, products, and concepts, and apply marketing strategies and systems.
  • Must have strong planning, organizational, problem-solving, and time-management skills, with flexibility to adjust to changing priorities.
  • Must have good oral and written communication skills and the ability to develop effective relationships and motivate producer behavior.
  • Must have excellent computer and keyboarding skills.
  • Must have excellent-level Excel skills and knowledge of Microsoft Office.
  • Must work well under pressure and be self-directed.
  • Must be willing to travel minimally as required (5%).

Responsibilities

  • Analyze bid specifications to ensure proposals meet client needs.
  • Collaborate with sales and account management teams, providing expertise on underwriting guidelines.
  • Communicate proactively with brokers and internal partners, ensuring information flow and follow-up.
  • Use the proprietary rating engine to enter and handle data for accurate proposals.
  • Educate partners about the company's offerings.
  • Make periodic visits to broker offices alongside sales representatives.

Desired Qualifications

  • Experience quoting and pricing group benefits is preferred.
  • Salesforce experience is a plus.

About the Company

Principal Financial Group

Offers retirement planning, life insurance, investments

Principal Financial Group provides a wide range of financial services, including retirement plans, life insurance, and investment opportunities for individuals, businesses, and institutional investors. Its products work by collecting premiums or fees and managing investments to help clients save for retirement, protect loved ones, and grow wealth over the long term. The company differentiates itself through its breadth of offerings, customized financial solutions, and flexible retirement and investment options designed to fit different needs. Its goal is to give clients financial stability and growth potential by offering planning tools, insurance protection, and investment opportunities across various markets.

Company size
10,001+
Company stage
IPO
Headquarters
Des Moines, IA
Founded
1879

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