3 territory sales manager jobs found

What You'll Do: The  Strategic Client Group (SCG) Analyst  plays a critical role in supporting the firm’s national accounts strategy and expanding our presence across key DCIO distribution partners and platforms. This role works closely with SCG Relationship Managers and collaborates across sales, marketing, product, data, and investment teams to strengthen our relationships and drive platform‑level growth. Work alongside SCG Relationship Managers and coordinate with internal groups—including Sales, Marketing, Product, Investments, Operations, Principal Trust Company, and other Principal business lines—to assist national account initiatives, platform strategy, and enterprise coordination. Produce, analyze, and maintain monthly and quarterly sales, platform, and distribution reporting for SCG firms and Relationship Managers, providing insights that support platform positioning, model access, and strategic opportunity identification. Manage and update investment-related...

What You'll Do: In this multifaceted role, you will assist with internal sales efforts for Principal Securities by developing and implementing sales plans, activity reports, and rotation schedules. You’ll collaborate with marketing, product, and communications teams to align campaigns and support financial professional relationships while meeting internal sales targets. Key responsibilities include providing intermediaries with sales ideas, handling product inquiries, sharing performance data, identifying new opportunities, and supporting 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...

What You'll Do: Serving as a Retirement Specialist in our PSI Distribution division, you will contribute to the growth of retirement sales by working alongside financial advisors and the sales team. You will apply your knowledge to generate leads, advise clients, and offer guidance on retirement products and solutions. Positioned at the crossroads of financial services and technology, Principal develops financial tools that help our customers live better lives.   Develop and foster partnerships with financial professionals to recommend and support retirement-related services and options. Educate advisors on retirement products and provide marketing and sales support via inbound and outbound telephone communication. Identify financial professionals’ needs, offer sales ideas, answer product questions, and launch new products. Offer proactive retirement sales recommendations related to multiple retirement products, including qualified and non-qualified, individual and...