2 jobs found in Des Moines, IA

What You'll Do: In this multifaceted role, you will lead 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. You will also build and manage the Asset Retention program in partnership with your External Wholesaler(s).   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...

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...