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Principal Financial Group

Provides life, retirement, and investment solutions

Internal Wholesaler - NQ Plans

Account ExecutiveConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A college degree or eight years of equivalent experience is required, along with at least four years of related experience.
  • Excellent written and verbal communication, problem-solving, organizational, and relationship-building skills are required.
  • Must be creative, able to operate independently, results-driven, and able to work effectively under pressure.
  • A Life and Variable Life insurance license in the state of residence is required within 60 days of hire.
  • FINRA Series 6 and 63 exams are required within 120 days of hire; maintaining all applicable licenses is required for continued employment.
  • Applicants must not need any type of immigration sponsorship or additional work authorization now or in the future to work in the United States.

Responsibilities

  • Partner with an external wholesaler (Regional Vice President) to generate and manage pipeline, close sales, and develop mutually profitable advisor relationships.
  • Coordinate and follow through on Plan and Asset Implementation in partnership with NQ Operations and New Business teams.
  • Lead or participate in sales presentations to prospective advisors virtually or by phone.
  • Design and implement marketing and sales initiatives or campaigns through virtual presentations, phone engagement, and email.
  • Grow sales in an assigned segment of brokers and advisors through virtual presentations or phone engagement.
  • Support daily sales initiatives and territory management, and direct the preparation of proposals and other sales materials.
  • Serve as a subject matter expert on nonqualified plans, providing sales support, education, and consultative guidance to financial professionals and clients.
  • Assist in evaluating client opportunities and developing nonqualified plan designs and funding strategies aligned with business objectives and executive benefit goals.
  • Use Salesforce and other sales enablement tools to manage pipeline activity, identify opportunities, prioritize advisor engagement, and support territory growth.

About the Company

Principal Financial Group

Provides life, retirement, and investment solutions

Principal Financial Group provides a wide range of financial services for individuals, businesses, and institutions. It offers life insurance, retirement plans, annuities, and investment solutions to help clients grow assets and plan for the future. For individuals, products such as life insurance policies (e.g., Principal Executive VUL III and Principal IUL Accumulation II) and variable annuities deliver tax-advantaged growth, flexible investments, and guaranteed income options. For businesses, it offers protection and succession planning, income protection, key employee retention, and disability insurance to safeguard operations and maintain continuity. The company earns from policy premiums, fees for managing retirement plans and annuities, and investment commissions, as well as growth in assets under management. Its goal is to help people and organizations achieve financial security and steady growth by providing tailored products and advisory services.

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

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