2 office assistant jobs found

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...

What You'll Do: As a Sales Support Specialist at Principal, you will play a crucial role in supporting our sales team, becoming a product knowledge and sales expert along the way. This role offers an exciting opportunity for growth and advancement within the annuities distribution sector.   Here are a few examples of the kinds of things you’ll do: Promote variable annuity products through inbound phone contact with financial advisors to provide marketing and presale support. Engage with case building by keeping up-to-date on retirement-related topics to contribute value. Maintain close working relationship with top representatives in an effort to increase sales. Understand how our investments fit into an overall, well diversified portfolio of assets by staying current on economic and financial issues that affect our business. Support sales efforts by assisting with case design, sales ideas, hypothetical product illustrations, and application materials....