1 financial planner jobs found in Washington

What You'll Do: This role is responsible for sales activities for Principal Retail Annuities and Income Solutions. You'll impact sales by partnering with financial advisors sharing sales ideas, answering product questions, identifying new sales opportunities, and managing assigned daily activities of their territory.   Here are a few examples of the types of things you'll do: Develop and execute sales plans, activity reports and rotation schedules.  Works closely with Internal Wholesaler within assigned territory for collective success. Presentations to large groups(banker/advisor training programs) and one on one in a face to face and a virtual setting, ability to provide case design consultation and timely follow-ups.  *Heavy incentive component in addition to salary listed.   We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a...